DTFIX Mutual Fund

DTFIX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
-4.91%
3 Months
-7.51%
6 Months
-3.75%
YTD
-4.13%
1 Year
-3.47%
3 Years (annualized)
+4.21%
5 Years (annualized)
-0.28%
10 Years (annualized)
+2.14%

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)
-4.13%
Peer Avg (YTD)
-3.84%
vs Peers
-0.29%

DTFIX Mutual Fund Performance

DTFIX performance across multiple time periods: 1-month -4.91%, YTD -4.13%, 1-year -3.47%, 3-year 4.21%, 5-year -0.28%, 10-year 2.14%.

DTFIX returns trail the peer average of -3.84% 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.