DIFDX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+0.55%
3 Months
+0.94%
6 Months
+1.97%
YTD
+3.20%
1 Year
+9.27%
3 Years (annualized)
+7.71%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFDX 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 US REIT Index (net div)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+4.14%
vs Peers
-0.95%

DIFDX Mutual Fund Performance

DIFDX performance across multiple time periods: 1-month 0.55%, YTD 3.20%, 1-year 9.27%, 3-year 7.71%, 5-year 2.78%, 10-year 4.08%.

DIFDX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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