DESSX Mutual Fund

DESSX Mutual Fund

NAV$29.35
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Returns Overview

1 Month
-1.18%
3 Months
+1.14%
6 Months
+6.41%
YTD
+13.66%
1 Year
+15.99%
3 Years (annualized)
+24.59%
5 Years (annualized)
+12.92%
10 Years (annualized)
+14.12%

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
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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)
+13.66%
Peer Avg (YTD)
+8.01%
vs Peers
+5.65%

DESSX Mutual Fund Performance

DESSX performance across multiple time periods: 1-month -1.18%, YTD 13.66%, 1-year 15.99%, 3-year 24.59%, 5-year 12.92%, 10-year 14.12%.

DESSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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