DEEAX Mutual Fund

DEEAX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
+0.86%
3 Months
-3.01%
6 Months
-3.99%
YTD
-1.58%
1 Year
+0.70%
3 Years (annualized)
+3.05%
5 Years (annualized)
-4.15%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEEAX 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
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
-1.58%
Peer Avg (YTD)
+2.15%
vs Peers
-3.73%

DEEAX Mutual Fund Performance

DEEAX performance across multiple time periods: 1-month 0.86%, YTD -1.58%, 1-year 0.70%, 3-year 3.05%, 5-year -4.15%, 10-year 0.85%.

DEEAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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