DFVIX Mutual Fund

NAV$28.34

Returns Overview

1 Month
+6.10%
3 Months
+4.23%
6 Months
+8.92%
YTD
+14.14%
1 Year
+30.40%
3 Years (annualized)
+22.32%
5 Years (annualized)
+14.75%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVIX 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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+9.51%
vs Peers
+4.63%

DFVIX Mutual Fund Performance

DFVIX performance across multiple time periods: 1-month 6.10%, YTD 14.14%, 1-year 30.40%, 3-year 22.32%, 5-year 14.75%, 10-year 12.09%.

DFVIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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