DEERX Mutual Fund

DEERX Mutual Fund

NAV$12.80
See how much of DEERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.60%
3 Months
-7.74%
6 Months
-5.58%
YTD
-6.33%
1 Year
-7.21%
3 Years (annualized)
+2.77%
5 Years (annualized)
-4.32%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEERX 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
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
-6.33%
Peer Avg (YTD)
+0.50%
vs Peers
-6.83%

DEERX Mutual Fund Performance

DEERX performance across multiple time periods: 1-month -4.60%, YTD -6.33%, 1-year -7.21%, 3-year 2.77%, 5-year -4.32%, 10-year 0.77%.

DEERX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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