DEVDX Mutual Fund

DEVDX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
-0.50%
3 Months
-1.36%
6 Months
+3.87%
YTD
-1.78%
1 Year
+6.32%
3 Years (annualized)
+4.26%
5 Years (annualized)
+2.02%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEVDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+0.44%
vs Peers
-2.22%

DEVDX Mutual Fund Performance

DEVDX performance across multiple time periods: 1-month -0.50%, YTD -1.78%, 1-year 6.32%, 3-year 4.26%, 5-year 2.02%, 10-year 7.09%.

DEVDX returns trail the peer average of 0.44% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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