DFVQX Mutual Fund

DFVQX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
+2.15%
3 Months
+2.03%
6 Months
+6.08%
YTD
+11.09%
1 Year
+27.65%
3 Years (annualized)
+18.56%
5 Years (annualized)
+10.82%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVQX 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)
+11.09%
Peer Avg (YTD)
+8.67%
vs Peers
+2.43%

DFVQX Mutual Fund Performance

DFVQX performance across multiple time periods: 1-month 2.15%, YTD 11.09%, 1-year 27.65%, 3-year 18.56%, 5-year 10.82%, 10-year 10.19%.

DFVQX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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