DEMZX Mutual Fund

DEMZX Mutual Fund

NAV$54.88
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Returns Overview

1 Month
+13.36%
3 Months
+101.42%
6 Months
+130.03%
YTD
+121.80%
1 Year
+228.99%
3 Years (annualized)
+71.06%
5 Years (annualized)
+28.34%
10 Years (annualized)
+22.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMZX 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)
+121.80%
Peer Avg (YTD)
+23.08%
vs Peers
+98.72%

DEMZX Mutual Fund Performance

DEMZX performance across multiple time periods: 1-month 13.36%, YTD 121.80%, 1-year 228.99%, 3-year 71.06%, 5-year 28.34%, 10-year 22.40%.

DEMZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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