DFNDX Mutual Fund

DFNDX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-0.10%
3 Months
+1.44%
6 Months
+5.38%
YTD
+10.47%
1 Year
+13.49%
3 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFNDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Global 60/40 NR
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+4.96%
vs Peers
+5.51%

DFNDX Mutual Fund Performance

DFNDX performance across multiple time periods: 1-month -0.10%, YTD 10.47%, 1-year 13.49%, 3-year 10.64%.

DFNDX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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