DESUX Mutual Fund

DESUX Mutual Fund

NAV$29.99
See how much of DESUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.69%
3 Months
+5.23%
6 Months
+11.16%
YTD
+12.41%
1 Year
+26.81%
3 Years (annualized)
+21.22%
5 Years (annualized)
+14.38%
10 Years (annualized)
+13.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+9.54%
vs Peers
+2.87%

DESUX Mutual Fund Performance

DESUX performance across multiple time periods: 1-month 0.69%, YTD 12.41%, 1-year 26.81%, 3-year 21.22%, 5-year 14.38%, 10-year 13.48%.

DESUX returns outperform the peer average of 9.54% 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.