DSFRX Mutual Fund

DSFRX Mutual Fund

NAV$41.58
See how much of DSFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
+1.03%
6 Months
+17.38%
YTD
+10.44%
1 Year
+13.53%
3 Years (annualized)
+17.85%
5 Years (annualized)
+9.86%
10 Years (annualized)
+36.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSFRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+8.68%
vs Peers
+1.76%

DSFRX Mutual Fund Performance

DSFRX performance across multiple time periods: 1-month -1.98%, YTD 10.44%, 1-year 13.53%, 3-year 17.85%, 5-year 9.86%, 10-year 36.95%.

DSFRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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