DEBTX Mutual Fund

DEBTX Mutual Fund

NAV$10.25
See how much of DEBTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
+1.22%
6 Months
+1.98%
YTD
+2.08%
1 Year
+4.38%
3 Years (annualized)
+5.97%
5 Years (annualized)
+2.32%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEBTX 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
Barclays Capital US Aggregate Bond Index(^BCUSAB)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+4.85%
vs Peers
-2.77%

DEBTX Mutual Fund Performance

DEBTX performance across multiple time periods: 1-month -0.29%, YTD 2.08%, 1-year 4.38%, 3-year 5.97%, 5-year 2.32%, 10-year 3.27%.

DEBTX returns trail the peer average of 4.85% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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