DFVIX Mutual Fund

DFVIX Mutual Fund

NAV$29.05
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Returns Overview

1 Month
+5.47%
3 Months
+4.83%
6 Months
+9.84%
YTD
+16.51%
1 Year
+37.47%
3 Years (annualized)
+22.64%
5 Years (annualized)
+16.16%
10 Years (annualized)
+12.21%

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)
+16.51%
Peer Avg (YTD)
+9.41%
vs Peers
+7.10%

DFVIX Mutual Fund Performance

DFVIX performance across multiple time periods: 1-month 5.47%, YTD 16.51%, 1-year 37.47%, 3-year 22.64%, 5-year 16.16%, 10-year 12.21%.

DFVIX returns outperform the peer average of 9.41% 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.