DFVEX Mutual Fund

DFVEX Mutual Fund

NAV$35.40
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Returns Overview

1 Month
+1.22%
3 Months
+5.82%
6 Months
+10.37%
YTD
+13.55%
1 Year
+24.17%
3 Years (annualized)
+15.83%
5 Years (annualized)
+10.99%
10 Years (annualized)
+11.96%

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)
+13.55%
Peer Avg (YTD)
+9.54%
vs Peers
+4.01%

DFVEX Mutual Fund Performance

DFVEX performance across multiple time periods: 1-month 1.22%, YTD 13.55%, 1-year 24.17%, 3-year 15.83%, 5-year 10.99%, 10-year 11.96%.

DFVEX returns outperform the peer average of 9.54% 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.