DFVQX Mutual Fund

DFVQX Mutual Fund

NAV$19.78
See how much of DFVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.04%
3 Months
+2.52%
6 Months
+8.25%
YTD
+11.50%
1 Year
+18.67%
3 Years (annualized)
+17.14%
5 Years (annualized)
+7.21%
10 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFVQX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+7.86%
vs Peers
+3.63%

DFVQX Mutual Fund Performance

DFVQX performance across multiple time periods: 1-month -3.04%, YTD 11.50%, 1-year 18.67%, 3-year 17.14%, 5-year 7.21%, 10-year 6.77%.

DFVQX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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