DFTIX Mutual Fund

DFTIX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-1.22%
3 Months
-0.46%
6 Months
-0.44%
YTD
+0.28%
1 Year
+3.49%
3 Years (annualized)
+2.92%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFTIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.23%
vs Peers
+0.05%

DFTIX Mutual Fund Performance

DFTIX performance across multiple time periods: 1-month -1.22%, YTD 0.28%, 1-year 3.49%, 3-year 2.92%, 5-year 1.08%, 10-year 1.42%.

DFTIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

DFTIX vs another fund shows side-by-side returns. DFTIX alternatives are available in the Mutual Fund Screener.