DFSIX Mutual Fund

DFSIX Mutual Fund

NAV$58.02
See how much of DFSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.63%
3 Months
+1.31%
6 Months
+15.31%
YTD
+8.76%
1 Year
+11.91%
3 Years (annualized)
+18.11%
5 Years (annualized)
+9.80%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+9.98%
vs Peers
-1.23%

DFSIX Mutual Fund Performance

DFSIX performance across multiple time periods: 1-month -1.63%, YTD 8.76%, 1-year 11.91%, 3-year 18.11%, 5-year 9.80%, 10-year 12.93%.

DFSIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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