DEMSX Mutual Fund

DEMSX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
-6.52%
3 Months
-7.61%
6 Months
-3.76%
YTD
+1.78%
1 Year
+7.46%
3 Years (annualized)
+8.99%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.24%

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
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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 Markets Index (net dividends)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+17.66%
vs Peers
-15.88%

DEMSX Mutual Fund Performance

DEMSX performance across multiple time periods: 1-month -6.52%, YTD 1.78%, 1-year 7.46%, 3-year 8.99%, 5-year 4.46%, 10-year 7.24%.

DEMSX returns trail the peer average of 17.66% 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.