DFDPX Mutual Fund

NAV$37.69

Returns Overview

1 Month
-1.34%
3 Months
+11.16%
6 Months
-2.19%
YTD
-1.71%
1 Year
-0.68%
3 Years (annualized)
+13.11%
5 Years (annualized)
+6.58%
10 Years (annualized)
+17.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.71%
Peer Avg (YTD)
+8.97%
vs Peers
-10.68%

DFDPX Mutual Fund Performance

DFDPX performance across multiple time periods: 1-month -1.34%, YTD -1.71%, 1-year -0.68%, 3-year 13.11%, 5-year 6.58%, 10-year 17.32%.

DFDPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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