DFDSX Mutual Fund

NAV$24.06

Returns Overview

1 Month
+0.80%
3 Months
+3.13%
6 Months
-3.33%
YTD
+1.26%
1 Year
+6.13%
3 Years (annualized)
+6.78%
5 Years (annualized)
+1.21%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+18.52%
vs Peers
-17.26%

DFDSX Mutual Fund Performance

DFDSX performance across multiple time periods: 1-month 0.80%, YTD 1.26%, 1-year 6.13%, 3-year 6.78%, 5-year 1.21%, 10-year 11.00%.

DFDSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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