DFTEX Mutual Fund

NAV$9.57

Returns Overview

1 Month
+0.19%
3 Months
+1.86%
6 Months
+1.15%
YTD
+1.25%
1 Year
+4.65%
3 Years (annualized)
+6.05%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFTEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+3.23%
vs Peers
-1.97%

DFTEX Mutual Fund Performance

DFTEX performance across multiple time periods: 1-month 0.19%, YTD 1.25%, 1-year 4.65%, 3-year 6.05%, 5-year 0.57%, 10-year 2.38%.

DFTEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

DFTEX performance comparison shows side-by-side returns with another fund. DFTEX alternatives are available in the Mutual Fund Screener.