DEQAX Mutual Fund

NAV$16.04

Returns Overview

1 Month
+1.45%
3 Months
+9.07%
6 Months
+11.69%
YTD
+10.97%
1 Year
+22.44%
3 Years (annualized)
+17.16%
5 Years (annualized)
+11.88%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEQAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE World Index(^FWI)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+9.49%
vs Peers
+1.49%

DEQAX Mutual Fund Performance

DEQAX performance across multiple time periods: 1-month 1.45%, YTD 10.97%, 1-year 22.44%, 3-year 17.16%, 5-year 11.88%, 10-year 10.70%.

DEQAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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