DEBTX Mutual Fund

NAV$10.25

Returns Overview

1 Month
+0.93%
3 Months
+2.83%
6 Months
+1.98%
YTD
+2.38%
1 Year
+5.20%
3 Years (annualized)
+6.29%
5 Years (annualized)
+2.32%
10 Years (annualized)
+3.38%

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

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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)
+2.38%
Peer Avg (YTD)
+3.78%
vs Peers
-1.40%

DEBTX Mutual Fund Performance

DEBTX performance across multiple time periods: 1-month 0.93%, YTD 2.38%, 1-year 5.20%, 3-year 6.29%, 5-year 2.32%, 10-year 3.38%.

DEBTX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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