DFISX Mutual Fund

DFISX Mutual Fund

NAV$27.50
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Returns Overview

1 Month
-2.99%
3 Months
+3.27%
6 Months
+8.92%
YTD
+9.41%
1 Year
+14.58%
3 Years (annualized)
+19.37%
5 Years (annualized)
+8.32%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFISX 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 Small Cap Index (net dividends)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+7.86%
vs Peers
+1.55%

DFISX Mutual Fund Performance

DFISX performance across multiple time periods: 1-month -2.99%, YTD 9.41%, 1-year 14.58%, 3-year 19.37%, 5-year 8.32%, 10-year 9.58%.

DFISX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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