DFCEX Mutual Fund

NAV$32.82

Returns Overview

1 Month
-5.17%
3 Months
-1.91%
6 Months
+3.96%
YTD
+10.84%
1 Year
+37.36%
3 Years (annualized)
+21.26%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFCEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net dividends)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+23.08%
vs Peers
-12.23%

DFCEX Mutual Fund Performance

DFCEX performance across multiple time periods: 1-month -5.17%, YTD 10.84%, 1-year 37.36%, 3-year 21.26%, 5-year 8.91%, 10-year 10.39%.

DFCEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

DFCEX performance comparison shows side-by-side returns with another fund. DFCEX alternatives are available in the Mutual Fund Screener.