DEMIX Mutual Fund

DEMIX Mutual Fund

NAV$61.18
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Returns Overview

1 Month
-22.82%
3 Months
+13.70%
6 Months
+41.59%
YTD
+77.44%
1 Year
+159.16%
3 Years (annualized)
+53.87%
5 Years (annualized)
+24.20%
10 Years (annualized)
+18.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMIX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+77.44%
Peer Avg (YTD)
+17.66%
vs Peers
+59.78%

DEMIX Mutual Fund Performance

DEMIX performance across multiple time periods: 1-month -22.82%, YTD 77.44%, 1-year 159.16%, 3-year 53.87%, 5-year 24.20%, 10-year 18.39%.

DEMIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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