DFXIX Mutual Fund

DFXIX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+1.89%
3 Months
+0.24%
6 Months
-0.05%
YTD
+0.68%
1 Year
+1.00%
3 Years (annualized)
+4.70%
5 Years (annualized)
+1.35%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFXIX 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
Bloomberg US Government Bond Index Intermediate
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+1.93%
vs Peers
-1.25%

DFXIX Mutual Fund Performance

DFXIX performance across multiple time periods: 1-month 1.89%, YTD 0.68%, 1-year 1.00%, 3-year 4.70%, 5-year 1.35%, 10-year 1.80%.

DFXIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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