DEEIX Mutual Fund

DEEIX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
+2.69%
3 Months
-1.17%
6 Months
-3.39%
YTD
-3.49%
1 Year
-4.50%
3 Years (annualized)
+5.90%
5 Years (annualized)
-4.09%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEEIX 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
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📉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)
-3.49%
Peer Avg (YTD)
+1.93%
vs Peers
-5.41%

DEEIX Mutual Fund Performance

DEEIX performance across multiple time periods: 1-month 2.69%, YTD -3.49%, 1-year -4.50%, 3-year 5.90%, 5-year -4.09%, 10-year 1.28%.

DEEIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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