DFRCX Mutual Fund

NAV$7.39

Returns Overview

1 Month
-0.03%
3 Months
+0.43%
6 Months
+0.68%
YTD
+0.07%
1 Year
+3.61%
3 Years (annualized)
+6.03%
5 Years (annualized)
+3.95%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFRCX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+1.66%
vs Peers
-1.60%

DFRCX Mutual Fund Performance

DFRCX performance across multiple time periods: 1-month -0.03%, YTD 0.07%, 1-year 3.61%, 3-year 6.03%, 5-year 3.95%, 10-year 3.33%.

DFRCX returns trail the peer average of 1.66% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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