DFTEX Mutual Fund

DFTEX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-2.70%
3 Months
-3.99%
6 Months
-2.21%
YTD
-2.67%
1 Year
-1.95%
3 Years (annualized)
+5.50%
5 Years (annualized)
+0.09%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFTEX 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
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+0.50%
vs Peers
-3.17%

DFTEX Mutual Fund Performance

DFTEX performance across multiple time periods: 1-month -2.70%, YTD -2.67%, 1-year -1.95%, 3-year 5.50%, 5-year 0.09%, 10-year 2.14%.

DFTEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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