DAEIX Mutual Fund

DAEIX Mutual Fund

NAV$24.11
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Returns Overview

1 Month
+9.44%
3 Months
+4.13%
6 Months
+8.27%
YTD
+18.15%
1 Year
+19.79%
3 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAEIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.15%
Peer Avg (YTD)
+12.44%
vs Peers
+5.71%

DAEIX Mutual Fund Performance

DAEIX performance across multiple time periods: 1-month 9.44%, YTD 18.15%, 1-year 19.79%, 3-year 15.02%.

DAEIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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