DFVEX Mutual Fund

DFVEX Mutual Fund

NAV$34.91
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Returns Overview

1 Month
+1.75%
3 Months
+4.18%
6 Months
+11.11%
YTD
+15.53%
1 Year
+21.56%
3 Years (annualized)
+18.08%
5 Years (annualized)
+11.12%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVEX 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)
+15.53%
Peer Avg (YTD)
+9.89%
vs Peers
+5.64%

DFVEX Mutual Fund Performance

DFVEX performance across multiple time periods: 1-month 1.75%, YTD 15.53%, 1-year 21.56%, 3-year 18.08%, 5-year 11.12%, 10-year 12.06%.

DFVEX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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