DFREX Mutual Fund

DFREX Mutual Fund

NAV$42.59
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Returns Overview

1 Month
-5.73%
3 Months
-6.43%
6 Months
+4.00%
YTD
+7.31%
1 Year
+5.01%
3 Years (annualized)
+10.19%
5 Years (annualized)
+2.15%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+7.31%
Peer Avg (YTD)
+4.73%
vs Peers
+2.57%

DFREX Mutual Fund Performance

DFREX performance across multiple time periods: 1-month -5.73%, YTD 7.31%, 1-year 5.01%, 3-year 10.19%, 5-year 2.15%, 10-year 5.51%.

DFREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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