DFTIX Mutual Fund

NAV$10.08

Returns Overview

1 Month
+0.54%
3 Months
+1.51%
6 Months
+1.63%
YTD
+1.53%
1 Year
+4.83%
3 Years (annualized)
+3.39%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.57%

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
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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+1.79%
vs Peers
-0.26%

DFTIX Mutual Fund Performance

DFTIX performance across multiple time periods: 1-month 0.54%, YTD 1.53%, 1-year 4.83%, 3-year 3.39%, 5-year 1.41%, 10-year 1.57%.

DFTIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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