DFFVX Mutual Fund

DFFVX Mutual Fund

NAV$42.21
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Returns Overview

1 Month
-5.89%
3 Months
-4.55%
6 Months
+7.25%
YTD
+12.09%
1 Year
+16.34%
3 Years (annualized)
+16.19%
5 Years (annualized)
+11.63%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFFVX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+10.34%
vs Peers
+1.75%

DFFVX Mutual Fund Performance

DFFVX performance across multiple time periods: 1-month -5.89%, YTD 12.09%, 1-year 16.34%, 3-year 16.19%, 5-year 11.63%, 10-year 11.72%.

DFFVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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