DFVEX Mutual Fund

DFVEX Mutual Fund

NAV$35.27
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Returns Overview

1 Month
-2.69%
3 Months
+0.21%
6 Months
+13.44%
YTD
+12.42%
1 Year
+16.21%
3 Years (annualized)
+18.08%
5 Years (annualized)
+11.12%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVEX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+6.72%
vs Peers
+5.70%

DFVEX Mutual Fund Performance

DFVEX performance across multiple time periods: 1-month -2.69%, YTD 12.42%, 1-year 16.21%, 3-year 18.08%, 5-year 11.12%, 10-year 12.06%.

DFVEX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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