DEFFX Mutual Fund

DEFFX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-5.31%
3 Months
-8.10%
6 Months
-4.97%
YTD
-5.49%
1 Year
-3.59%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEFFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.49%
Peer Avg (YTD)
-3.84%
vs Peers
-1.65%

DEFFX Mutual Fund Performance

DEFFX performance across multiple time periods: 1-month -5.31%, YTD -5.49%, 1-year -3.59%, 3-year 3.36%, 5-year 0.02%, 10-year 1.31%.

DEFFX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

DEFFX vs another fund shows side-by-side returns. DEFFX alternatives are available in the Mutual Fund Screener.