DEMRX Mutual Fund

NAV$54.71

Returns Overview

1 Month
+13.29%
3 Months
+101.08%
6 Months
+129.31%
YTD
+121.18%
1 Year
+227.07%
3 Years (annualized)
+70.04%
5 Years (annualized)
+27.82%
10 Years (annualized)
+21.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMRX 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)
+121.18%
Peer Avg (YTD)
+23.08%
vs Peers
+98.10%

DEMRX Mutual Fund Performance

DEMRX performance across multiple time periods: 1-month 13.29%, YTD 121.18%, 1-year 227.07%, 3-year 70.04%, 5-year 27.82%, 10-year 21.73%.

DEMRX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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