DFSMX Mutual Fund

DFSMX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.58%
3 Months
-0.19%
6 Months
+0.42%
YTD
+0.87%
1 Year
+1.52%
3 Years (annualized)
+2.89%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSMX 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
ICE BofA 1-3 Year US Municipal Securities Index
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
-3.84%
vs Peers
+4.71%

DFSMX Mutual Fund Performance

DFSMX performance across multiple time periods: 1-month -0.58%, YTD 0.87%, 1-year 1.52%, 3-year 2.89%, 5-year 1.96%, 10-year 1.33%.

DFSMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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