DFUEX Mutual Fund

DFUEX Mutual Fund

NAV$37.04
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Returns Overview

1 Month
+0.19%
3 Months
+5.12%
6 Months
+10.30%
YTD
+12.36%
1 Year
+21.58%
3 Years (annualized)
+18.87%
5 Years (annualized)
+12.16%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUEX 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
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🏦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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+9.41%
vs Peers
+2.95%

DFUEX Mutual Fund Performance

DFUEX performance across multiple time periods: 1-month 0.19%, YTD 12.36%, 1-year 21.58%, 3-year 18.87%, 5-year 12.16%, 10-year 14.06%.

DFUEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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