DEERX Mutual Fund

DEERX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+2.68%
3 Months
-1.28%
6 Months
-3.57%
YTD
-3.82%
1 Year
-4.97%
3 Years (annualized)
+5.39%
5 Years (annualized)
-4.55%
10 Years (annualized)
+0.95%

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
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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)
-3.82%
Peer Avg (YTD)
+1.93%
vs Peers
-5.75%

DEERX Mutual Fund Performance

DEERX performance across multiple time periods: 1-month 2.68%, YTD -3.82%, 1-year -4.97%, 3-year 5.39%, 5-year -4.55%, 10-year 0.95%.

DEERX returns trail the peer average of 1.93% 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.