DFMAX Mutual Fund

NAV$37.28

Returns Overview

1 Month
+1.47%
3 Months
+0.68%
6 Months
+3.61%
YTD
+4.93%
1 Year
+11.07%
3 Years (annualized)
+13.60%
5 Years (annualized)
+7.28%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMAX 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
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+9.51%
vs Peers
-4.58%

DFMAX Mutual Fund Performance

DFMAX performance across multiple time periods: 1-month 1.47%, YTD 4.93%, 1-year 11.07%, 3-year 13.60%, 5-year 7.28%, 10-year 10.74%.

DFMAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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