DESRX Mutual Fund

DESRX Mutual Fund

NAV$30.04
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Returns Overview

1 Month
+3.03%
3 Months
+1.80%
6 Months
+14.71%
YTD
+15.46%
1 Year
+26.62%
3 Years (annualized)
+21.81%
5 Years (annualized)
+13.25%
10 Years (annualized)
+13.55%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+9.89%
vs Peers
+5.57%

DESRX Mutual Fund Performance

DESRX performance across multiple time periods: 1-month 3.03%, YTD 15.46%, 1-year 26.62%, 3-year 21.81%, 5-year 13.25%, 10-year 13.55%.

DESRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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