DESIX Mutual Fund

DESIX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
+5.47%
3 Months
-0.95%
6 Months
+5.02%
YTD
+17.65%
1 Year
+25.33%
3 Years (annualized)
+19.08%
5 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
MSCI Emerging Markets Index (net dividends)
This Mutual Fund (YTD)
+17.65%
Peer Avg (YTD)
+20.14%
vs Peers
-2.49%

DESIX Mutual Fund Performance

DESIX performance across multiple time periods: 1-month 5.47%, YTD 17.65%, 1-year 25.33%, 3-year 19.08%, 5-year 7.58%.

DESIX returns trail the peer average of 20.14% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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