DIFCX Mutual Fund

DIFCX Mutual Fund

NAV$12.70
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Returns Overview

1 Month
+1.77%
3 Months
-1.41%
6 Months
+0.17%
YTD
+3.97%
1 Year
+5.34%
3 Years (annualized)
+9.28%
5 Years (annualized)
+2.38%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFCX 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 US REIT Index (net div)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+2.95%
vs Peers
+1.01%

DIFCX Mutual Fund Performance

DIFCX performance across multiple time periods: 1-month 1.77%, YTD 3.97%, 1-year 5.34%, 3-year 9.28%, 5-year 2.38%, 10-year 3.83%.

DIFCX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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