DFDSX Mutual Fund

DFDSX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-7.21%
3 Months
-8.43%
6 Months
+6.10%
YTD
-2.57%
1 Year
-2.98%
3 Years (annualized)
+5.81%
5 Years (annualized)
-0.06%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.57%
Peer Avg (YTD)
+10.34%
vs Peers
-12.91%

DFDSX Mutual Fund Performance

DFDSX performance across multiple time periods: 1-month -7.21%, YTD -2.57%, 1-year -2.98%, 3-year 5.81%, 5-year -0.06%, 10-year 8.84%.

DFDSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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