DFMLX Mutual Fund

DFMLX Mutual Fund

NAV$36.43
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Returns Overview

1 Month
-8.31%
3 Months
+1.65%
6 Months
+8.74%
YTD
-5.25%
1 Year
-10.20%
3 Years (annualized)
+7.27%
5 Years (annualized)
-1.53%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMLX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-5.25%
Peer Avg (YTD)
+6.72%
vs Peers
-11.97%

DFMLX Mutual Fund Performance

DFMLX performance across multiple time periods: 1-month -8.31%, YTD -5.25%, 1-year -10.20%, 3-year 7.27%, 5-year -1.53%, 10-year 9.25%.

DFMLX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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