DFUKX Mutual Fund

DFUKX Mutual Fund

NAV$31.43
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Returns Overview

1 Month
-3.04%
3 Months
+7.25%
6 Months
+15.13%
YTD
+8.80%
1 Year
+11.52%
3 Years (annualized)
+15.89%
5 Years (annualized)
+3.53%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUKX 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
MSCI United Kingdom Small Cap Index
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+10.34%
vs Peers
-1.54%

DFUKX Mutual Fund Performance

DFUKX performance across multiple time periods: 1-month -3.04%, YTD 8.80%, 1-year 11.52%, 3-year 15.89%, 5-year 3.53%, 10-year 6.78%.

DFUKX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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