DFSGX Mutual Fund

DFSGX Mutual Fund

NAV$23.60
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Returns Overview

1 Month
-7.23%
3 Months
-8.43%
6 Months
+6.14%
YTD
-2.51%
1 Year
-2.87%
3 Years (annualized)
+5.92%
5 Years (annualized)
+0.05%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSGX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.51%
Peer Avg (YTD)
+10.34%
vs Peers
-12.85%

DFSGX Mutual Fund Performance

DFSGX performance across multiple time periods: 1-month -7.23%, YTD -2.51%, 1-year -2.87%, 3-year 5.92%, 5-year 0.05%, 10-year 8.98%.

DFSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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