DFALX Mutual Fund

DFALX Mutual Fund

NAV$37.73
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Returns Overview

1 Month
-3.43%
3 Months
+0.53%
6 Months
+7.97%
YTD
+9.67%
1 Year
+16.76%
3 Years (annualized)
+19.68%
5 Years (annualized)
+10.50%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFALX 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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.29%
vs Peers
+0.37%

DFALX Mutual Fund Performance

DFALX performance across multiple time periods: 1-month -3.43%, YTD 9.67%, 1-year 16.76%, 3-year 19.68%, 5-year 10.50%, 10-year 10.25%.

DFALX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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