DEBIX Mutual Fund

NAV$10.37

Returns Overview

1 Month
+0.89%
3 Months
+2.87%
6 Months
+2.08%
YTD
+2.48%
1 Year
+5.46%
3 Years (annualized)
+6.96%
5 Years (annualized)
+2.82%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEBIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US Aggregate Bond Index(^BCUSAB)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+3.78%
vs Peers
-1.30%

DEBIX Mutual Fund Performance

DEBIX performance across multiple time periods: 1-month 0.89%, YTD 2.48%, 1-year 5.46%, 3-year 6.96%, 5-year 2.82%, 10-year 3.92%.

DEBIX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

DEBIX performance comparison shows side-by-side returns with another fund. DEBIX alternatives are available in the Mutual Fund Screener.