DEBIX Mutual Fund

DEBIX Mutual Fund

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Returns Overview

1 Month
+0.58%
3 Months
+1.28%
6 Months
+2.09%
YTD
+2.88%
1 Year
+4.96%
3 Years (annualized)
+6.99%
5 Years (annualized)
+2.88%
10 Years (annualized)
+3.84%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Aggregate Bond Index(^BCUSAB)
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+6.23%
vs Peers
-3.35%

DEBIX Mutual Fund Performance

DEBIX performance across multiple time periods: 1-month 0.58%, YTD 2.88%, 1-year 4.96%, 3-year 6.99%, 5-year 2.88%, 10-year 3.84%.

DEBIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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