DFQTX Mutual Fund

NAV$50.80

Returns Overview

1 Month
+0.87%
3 Months
+13.95%
6 Months
+12.37%
YTD
+11.71%
1 Year
+24.39%
3 Years (annualized)
+19.14%
5 Years (annualized)
+12.22%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFQTX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+9.51%
vs Peers
+2.20%

DFQTX Mutual Fund Performance

DFQTX performance across multiple time periods: 1-month 0.87%, YTD 11.71%, 1-year 24.39%, 3-year 19.14%, 5-year 12.22%, 10-year 14.30%.

DFQTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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