DFITX Mutual Fund

DFITX Mutual Fund

NAV$3.51
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Returns Overview

1 Month
-5.56%
3 Months
-5.30%
6 Months
+0.56%
YTD
-6.05%
1 Year
-4.86%
3 Years (annualized)
+7.53%
5 Years (annualized)
-1.19%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFITX 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
S&P Global ex US REIT Index(1) (net dividends)
This Mutual Fund (YTD)
-6.05%
Peer Avg (YTD)
+4.73%
vs Peers
-10.79%

DFITX Mutual Fund Performance

DFITX performance across multiple time periods: 1-month -5.56%, YTD -6.05%, 1-year -4.86%, 3-year 7.53%, 5-year -1.19%, 10-year 1.71%.

DFITX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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