DFVIX Mutual Fund

DFVIX Mutual Fund

NAV$27.16
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Returns Overview

1 Month
+1.53%
3 Months
+4.96%
6 Months
+5.21%
YTD
+18.29%
1 Year
+31.33%
3 Years (annualized)
+24.60%
5 Years (annualized)
+16.33%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVIX 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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+11.21%
vs Peers
+7.08%

DFVIX Mutual Fund Performance

DFVIX performance across multiple time periods: 1-month 1.53%, YTD 18.29%, 1-year 31.33%, 3-year 24.60%, 5-year 16.33%, 10-year 12.09%.

DFVIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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