DFSLX Mutual Fund

DFSLX Mutual Fund

NAV$23.65
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Returns Overview

1 Month
-7.22%
3 Months
-8.38%
6 Months
+6.22%
YTD
-2.38%
1 Year
-2.74%
3 Years (annualized)
+4.63%
5 Years (annualized)
-0.27%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSLX 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)
-2.38%
Peer Avg (YTD)
+10.34%
vs Peers
-12.72%

DFSLX Mutual Fund Performance

DFSLX performance across multiple time periods: 1-month -7.22%, YTD -2.38%, 1-year -2.74%, 3-year 4.63%, 5-year -0.27%, 10-year 8.93%.

DFSLX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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