DIFCX Mutual Fund

DIFCX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
+0.54%
3 Months
+1.60%
6 Months
+3.78%
YTD
+5.46%
1 Year
+10.14%
3 Years (annualized)
+7.45%
5 Years (annualized)
+2.65%
10 Years (annualized)
+3.88%

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)
+5.46%
Peer Avg (YTD)
+3.39%
vs Peers
+2.07%

DIFCX Mutual Fund Performance

DIFCX performance across multiple time periods: 1-month 0.54%, YTD 5.46%, 1-year 10.14%, 3-year 7.45%, 5-year 2.65%, 10-year 3.88%.

DIFCX returns outperform the peer average of 3.39% 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.