DIFDX Mutual Fund

DIFDX Mutual Fund

NAV$12.69
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Returns Overview

1 Month
+1.78%
3 Months
-1.11%
6 Months
+0.47%
YTD
+3.97%
1 Year
+5.26%
3 Years (annualized)
+9.29%
5 Years (annualized)
+2.35%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFDX 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
+1.02%

DIFDX Mutual Fund Performance

DIFDX performance across multiple time periods: 1-month 1.78%, YTD 3.97%, 1-year 5.26%, 3-year 9.29%, 5-year 2.35%, 10-year 3.84%.

DIFDX 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.

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