DSFRX Mutual Fund

DSFRX Mutual Fund

NAV$42.05
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Returns Overview

1 Month
-0.15%
3 Months
+4.47%
6 Months
+8.39%
YTD
+9.15%
1 Year
+17.19%
3 Years (annualized)
+15.95%
5 Years (annualized)
+8.78%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSFRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+6.23%
vs Peers
+2.91%

DSFRX Mutual Fund Performance

DSFRX performance across multiple time periods: 1-month -0.15%, YTD 9.15%, 1-year 17.19%, 3-year 15.95%, 5-year 8.78%, 10-year 12.89%.

DSFRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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