DFUEX Mutual Fund

NAV$38.54

Returns Overview

1 Month
+0.09%
3 Months
+16.65%
6 Months
+12.69%
YTD
+12.15%
1 Year
+24.34%
3 Years (annualized)
+20.12%
5 Years (annualized)
+12.24%
10 Years (annualized)
+14.43%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+9.51%
vs Peers
+2.64%

DFUEX Mutual Fund Performance

DFUEX performance across multiple time periods: 1-month 0.09%, YTD 12.15%, 1-year 24.34%, 3-year 20.12%, 5-year 12.24%, 10-year 14.43%.

DFUEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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