DEMCX Mutual Fund

NAV$48.60

Returns Overview

1 Month
+13.26%
3 Months
+100.84%
6 Months
+128.77%
YTD
+120.61%
1 Year
+225.47%
3 Years (annualized)
+69.16%
5 Years (annualized)
+27.19%
10 Years (annualized)
+21.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+120.61%
Peer Avg (YTD)
+23.08%
vs Peers
+97.53%

DEMCX Mutual Fund Performance

DEMCX performance across multiple time periods: 1-month 13.26%, YTD 120.61%, 1-year 225.47%, 3-year 69.16%, 5-year 27.19%, 10-year 21.23%.

DEMCX returns outperform the peer average of 23.08% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

DEMCX performance comparison shows side-by-side returns with another fund. DEMCX alternatives are available in the Mutual Fund Screener.