DESIX Mutual Fund

NAV$13.33

Returns Overview

1 Month
-0.95%
3 Months
+16.58%
6 Months
+17.65%
YTD
+15.39%
1 Year
+30.45%
3 Years (annualized)
+19.06%
5 Years (annualized)
+6.66%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net dividends)
This Mutual Fund (YTD)
+15.39%
Peer Avg (YTD)
+23.08%
vs Peers
-7.69%

DESIX Mutual Fund Performance

DESIX performance across multiple time periods: 1-month -0.95%, YTD 15.39%, 1-year 30.45%, 3-year 19.06%, 5-year 6.66%.

DESIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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