DEERX Mutual Fund

DEERX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-4.05%
3 Months
-2.32%
6 Months
-3.16%
YTD
-2.57%
1 Year
-0.02%
3 Years (annualized)
+1.83%
5 Years (annualized)
-4.53%
10 Years (annualized)
+0.57%

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)
-2.57%
Peer Avg (YTD)
+0.12%
vs Peers
-2.69%

DEERX Mutual Fund Performance

DEERX performance across multiple time periods: 1-month -4.05%, YTD -2.57%, 1-year -0.02%, 3-year 1.83%, 5-year -4.53%, 10-year 0.57%.

DEERX returns trail the peer average of 0.12% 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.