DEMSX Mutual Fund

NAV$28.11

Returns Overview

1 Month
-1.87%
3 Months
+8.92%
6 Months
+8.88%
YTD
+7.66%
1 Year
+15.27%
3 Years (annualized)
+13.27%
5 Years (annualized)
+5.33%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMSX 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 Markets Index (net dividends)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+23.08%
vs Peers
-15.41%

DEMSX Mutual Fund Performance

DEMSX performance across multiple time periods: 1-month -1.87%, YTD 7.66%, 1-year 15.27%, 3-year 13.27%, 5-year 5.33%, 10-year 8.02%.

DEMSX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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