DTFIX Mutual Fund

DTFIX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-2.33%
3 Months
+0.09%
6 Months
+0.64%
YTD
+1.24%
1 Year
+7.61%
3 Years (annualized)
+3.43%
5 Years (annualized)
-0.34%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTFIX 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
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📉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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.23%
vs Peers
+1.01%

DTFIX Mutual Fund Performance

DTFIX performance across multiple time periods: 1-month -2.33%, YTD 1.24%, 1-year 7.61%, 3-year 3.43%, 5-year -0.34%, 10-year 2.21%.

DTFIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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