DESRX Mutual Fund

NAV$29.90

Returns Overview

1 Month
-1.80%
3 Months
+16.78%
6 Months
+12.07%
YTD
+11.38%
1 Year
+28.32%
3 Years (annualized)
+20.80%
5 Years (annualized)
+13.75%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESRX 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)
+11.38%
Peer Avg (YTD)
+10.82%
vs Peers
+0.56%

DESRX Mutual Fund Performance

DESRX performance across multiple time periods: 1-month -1.80%, YTD 11.38%, 1-year 28.32%, 3-year 20.80%, 5-year 13.75%, 10-year 13.02%.

DESRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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