DEMSX Mutual Fund

DEMSX Mutual Fund

NAV$25.90
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Returns Overview

1 Month
-8.31%
3 Months
-2.08%
6 Months
-9.53%
YTD
-1.45%
1 Year
-0.72%
3 Years (annualized)
+11.64%
5 Years (annualized)
+4.39%
10 Years (annualized)
+6.27%

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
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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 Markets Index (net dividends)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+9.82%
vs Peers
-11.27%

DEMSX Mutual Fund Performance

DEMSX performance across multiple time periods: 1-month -8.31%, YTD -1.45%, 1-year -0.72%, 3-year 11.64%, 5-year 4.39%, 10-year 6.27%.

DEMSX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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