DESSX Mutual Fund

NAV$30.04

Returns Overview

1 Month
-1.80%
3 Months
+16.90%
6 Months
+12.35%
YTD
+11.61%
1 Year
+28.95%
3 Years (annualized)
+21.41%
5 Years (annualized)
+14.33%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESSX 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%

DESSX Mutual Fund Performance

DESSX performance across multiple time periods: 1-month -1.80%, YTD 11.61%, 1-year 28.95%, 3-year 21.41%, 5-year 14.33%, 10-year 13.55%.

DESSX 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.

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