DFNRX Mutual Fund

NAV$11.45

Returns Overview

1 Month
-1.29%
3 Months
-1.63%
6 Months
-1.29%
YTD
+0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFNRX 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

DFNRX Mutual Fund Performance

DFNRX performance across multiple time periods: 1-month -1.29%, YTD 0.62%.

DFNRX returns can be compared against peers and benchmarks. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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