DFMAX Mutual Fund

DFMAX Mutual Fund

NAV$38.51
See how much of DFMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
+1.26%
6 Months
+9.32%
YTD
+5.94%
1 Year
+7.68%
3 Years (annualized)
+14.47%
5 Years (annualized)
+8.73%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+9.98%
vs Peers
-4.04%

DFMAX Mutual Fund Performance

DFMAX performance across multiple time periods: 1-month -2.46%, YTD 5.94%, 1-year 7.68%, 3-year 14.47%, 5-year 8.73%, 10-year 12.29%.

DFMAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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