DEMAX Mutual Fund

DEMAX Mutual Fund

NAV$60.10
See how much of DEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-22.84%
3 Months
+13.62%
6 Months
+41.43%
YTD
+77.19%
1 Year
+158.54%
3 Years (annualized)
+53.53%
5 Years (annualized)
+24.16%
10 Years (annualized)
+18.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+77.19%
Peer Avg (YTD)
+17.66%
vs Peers
+59.53%

DEMAX Mutual Fund Performance

DEMAX performance across multiple time periods: 1-month -22.84%, YTD 77.19%, 1-year 158.54%, 3-year 53.53%, 5-year 24.16%, 10-year 18.32%.

DEMAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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