DESCX Mutual Fund

NAV$28.21

Returns Overview

1 Month
-1.84%
3 Months
+16.65%
6 Months
+11.81%
YTD
+11.08%
1 Year
+27.71%
3 Years (annualized)
+20.21%
5 Years (annualized)
+13.19%
10 Years (annualized)
+12.52%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+10.82%
vs Peers
+0.27%

DESCX Mutual Fund Performance

DESCX performance across multiple time periods: 1-month -1.84%, YTD 11.08%, 1-year 27.71%, 3-year 20.21%, 5-year 13.19%, 10-year 12.52%.

DESCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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