DESGX Mutual Fund

NAV$29.90

Returns Overview

1 Month
-1.80%
3 Months
+16.90%
6 Months
+12.34%
YTD
+11.61%
1 Year
+28.94%
3 Years (annualized)
+21.40%
5 Years (annualized)
+14.35%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESGX 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)
+11.61%
Peer Avg (YTD)
+10.82%
vs Peers
+0.79%

DESGX Mutual Fund Performance

DESGX performance across multiple time periods: 1-month -1.80%, YTD 11.61%, 1-year 28.94%, 3-year 21.40%, 5-year 14.35%, 10-year 13.57%.

DESGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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