DFIEX Mutual Fund

DFIEX Mutual Fund

NAV$22.13
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Returns Overview

1 Month
-3.39%
3 Months
+1.71%
6 Months
+8.39%
YTD
+10.39%
1 Year
+17.35%
3 Years (annualized)
+20.33%
5 Years (annualized)
+10.56%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFIEX 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)
+10.39%
Peer Avg (YTD)
+9.29%
vs Peers
+1.10%

DFIEX Mutual Fund Performance

DFIEX performance across multiple time periods: 1-month -3.39%, YTD 10.39%, 1-year 17.35%, 3-year 20.33%, 5-year 10.56%, 10-year 10.28%.

DFIEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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