DFABX Mutual Fund

DFABX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-0.69%
3 Months
-0.39%
6 Months
+0.22%
YTD
+0.69%
1 Year
+1.34%
3 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFABX 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
ICE BofA 1-3 Year US Municipal Securities Index
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
-3.84%
vs Peers
+4.54%

DFABX Mutual Fund Performance

DFABX performance across multiple time periods: 1-month -0.69%, YTD 0.69%, 1-year 1.34%, 3-year 2.91%.

DFABX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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