DEMRX Mutual Fund

DEMRX Mutual Fund

NAV$60.07
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Returns Overview

1 Month
-22.85%
3 Months
+13.57%
6 Months
+41.23%
YTD
+76.90%
1 Year
+157.84%
3 Years (annualized)
+53.16%
5 Years (annualized)
+23.85%
10 Years (annualized)
+18.03%

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
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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)
+76.90%
Peer Avg (YTD)
+17.66%
vs Peers
+59.24%

DEMRX Mutual Fund Performance

DEMRX performance across multiple time periods: 1-month -22.85%, YTD 76.90%, 1-year 157.84%, 3-year 53.16%, 5-year 23.85%, 10-year 18.03%.

DEMRX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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