DFTIX Mutual Fund

DFTIX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-2.74%
3 Months
-4.00%
6 Months
-2.56%
YTD
-2.54%
1 Year
-1.25%
3 Years (annualized)
+3.05%
5 Years (annualized)
+1.09%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFTIX 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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
-2.54%
Peer Avg (YTD)
-3.84%
vs Peers
+1.30%

DFTIX Mutual Fund Performance

DFTIX performance across multiple time periods: 1-month -2.74%, YTD -2.54%, 1-year -1.25%, 3-year 3.05%, 5-year 1.09%, 10-year 1.43%.

DFTIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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