DFVQX Mutual Fund

NAV$20.35

Returns Overview

1 Month
-2.20%
3 Months
+5.59%
6 Months
+9.66%
YTD
+8.75%
1 Year
+23.66%
3 Years (annualized)
+19.35%
5 Years (annualized)
+10.53%
10 Years (annualized)
+10.32%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+9.16%
vs Peers
-0.41%

DFVQX Mutual Fund Performance

DFVQX performance across multiple time periods: 1-month -2.20%, YTD 8.75%, 1-year 23.66%, 3-year 19.35%, 5-year 10.53%, 10-year 10.32%.

DFVQX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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