DESCX Mutual Fund

DESCX Mutual Fund

NAV$27.63
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Returns Overview

1 Month
-1.25%
3 Months
+0.88%
6 Months
+5.90%
YTD
+12.71%
1 Year
+14.80%
3 Years (annualized)
+24.11%
5 Years (annualized)
+12.21%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+8.01%
vs Peers
+4.71%

DESCX Mutual Fund Performance

DESCX performance across multiple time periods: 1-month -1.25%, YTD 12.71%, 1-year 14.80%, 3-year 24.11%, 5-year 12.21%, 10-year 12.51%.

DESCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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