DESCX Mutual Fund

DESCX Mutual Fund

NAV$28.36
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Returns Overview

1 Month
+0.59%
3 Months
+4.98%
6 Months
+10.61%
YTD
+11.74%
1 Year
+25.56%
3 Years (annualized)
+19.13%
5 Years (annualized)
+12.72%
10 Years (annualized)
+12.14%

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)
+11.74%
Peer Avg (YTD)
+9.54%
vs Peers
+2.20%

DESCX Mutual Fund Performance

DESCX performance across multiple time periods: 1-month 0.59%, YTD 11.74%, 1-year 25.56%, 3-year 19.13%, 5-year 12.72%, 10-year 12.14%.

DESCX returns outperform the peer average of 9.54% 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.