DEMZX Mutual Fund

DEMZX Mutual Fund

NAV$60.26
See how much of DEMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-22.81%
3 Months
+13.73%
6 Months
+41.66%
YTD
+77.55%
1 Year
+159.49%
3 Years (annualized)
+54.03%
5 Years (annualized)
+24.33%
10 Years (annualized)
+18.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+77.55%
Peer Avg (YTD)
+17.66%
vs Peers
+59.89%

DEMZX Mutual Fund Performance

DEMZX performance across multiple time periods: 1-month -22.81%, YTD 77.55%, 1-year 159.49%, 3-year 54.03%, 5-year 24.33%, 10-year 18.62%.

DEMZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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