DFUSX Mutual Fund

NAV$49.74

Returns Overview

1 Month
-0.95%
3 Months
+15.20%
6 Months
+10.21%
YTD
+9.96%
1 Year
+22.24%
3 Years (annualized)
+19.38%
5 Years (annualized)
+12.66%
10 Years (annualized)
+14.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+9.51%
vs Peers
+0.46%

DFUSX Mutual Fund Performance

DFUSX performance across multiple time periods: 1-month -0.95%, YTD 9.96%, 1-year 22.24%, 3-year 19.38%, 5-year 12.66%, 10-year 14.88%.

DFUSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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