DFNDX Mutual Fund

NAV$11.36

Returns Overview

1 Month
-1.30%
3 Months
-1.56%
6 Months
-1.39%
YTD
+4.99%
1 Year
+18.51%
3 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFNDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Global 60/40 NR
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+5.87%
vs Peers
-0.88%

DFNDX Mutual Fund Performance

DFNDX performance across multiple time periods: 1-month -1.30%, YTD 4.99%, 1-year 18.51%, 3-year 9.81%.

DFNDX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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