DFUKX Mutual Fund

DFUKX Mutual Fund

NAV$33.45
See how much of DFUKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.37%
3 Months
+6.28%
6 Months
+1.68%
YTD
+7.91%
1 Year
+14.44%
3 Years (annualized)
+13.03%
5 Years (annualized)
+3.63%
10 Years (annualized)
+6.11%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI United Kingdom Small Cap Index
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+15.31%
vs Peers
-7.40%

DFUKX Mutual Fund Performance

DFUKX performance across multiple time periods: 1-month 6.37%, YTD 7.91%, 1-year 14.44%, 3-year 13.03%, 5-year 3.63%, 10-year 6.11%.

DFUKX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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