DESUX Mutual Fund

DESUX Mutual Fund

NAV$29.98
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Returns Overview

1 Month
+3.07%
3 Months
+1.95%
6 Months
+15.06%
YTD
+15.87%
1 Year
+27.29%
3 Years (annualized)
+22.42%
5 Years (annualized)
+13.85%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESUX 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)
+15.87%
Peer Avg (YTD)
+9.89%
vs Peers
+5.97%

DESUX Mutual Fund Performance

DESUX performance across multiple time periods: 1-month 3.07%, YTD 15.87%, 1-year 27.29%, 3-year 22.42%, 5-year 13.85%, 10-year 14.21%.

DESUX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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