DFAAX Mutual Fund

DFAAX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
-2.45%
3 Months
-3.45%
6 Months
-0.70%
YTD
-0.67%
1 Year
-1.29%
3 Years (annualized)
+5.88%
5 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFAAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Bond Hedged Index(^BBGABH)
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
-1.38%
vs Peers
+0.71%

DFAAX Mutual Fund Performance

DFAAX performance across multiple time periods: 1-month -2.45%, YTD -0.67%, 1-year -1.29%, 3-year 5.88%, 5-year 1.77%.

DFAAX returns outperform the peer average of -1.38% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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