DFUKX Mutual Fund

NAV$32.65

Returns Overview

1 Month
-2.47%
3 Months
+7.35%
6 Months
+1.41%
YTD
+1.45%
1 Year
+2.82%
3 Years (annualized)
+12.63%
5 Years (annualized)
+2.96%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUKX 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
MSCI United Kingdom Small Cap Index
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+18.52%
vs Peers
-17.08%

DFUKX Mutual Fund Performance

DFUKX performance across multiple time periods: 1-month -2.47%, YTD 1.45%, 1-year 2.82%, 3-year 12.63%, 5-year 2.96%, 10-year 6.02%.

DFUKX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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