DFSCX Mutual Fund

DFSCX Mutual Fund

NAV$37.07
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Returns Overview

1 Month
-4.34%
3 Months
-6.17%
6 Months
+12.77%
YTD
+16.91%
1 Year
+20.28%
3 Years (annualized)
+17.75%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+10.34%
vs Peers
+6.56%

DFSCX Mutual Fund Performance

DFSCX performance across multiple time periods: 1-month -4.34%, YTD 16.91%, 1-year 20.28%, 3-year 17.75%, 5-year 10.35%, 10-year 11.14%.

DFSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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