DEVIX Mutual Fund

DEVIX Mutual Fund

NAV$76.23
See how much of DEVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.59%
3 Months
+2.28%
6 Months
+6.53%
YTD
+17.44%
1 Year
+19.95%
3 Years (annualized)
+14.23%
5 Years (annualized)
+7.86%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEVIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+15.20%
vs Peers
+2.24%

DEVIX Mutual Fund Performance

DEVIX performance across multiple time periods: 1-month -2.59%, YTD 17.44%, 1-year 19.95%, 3-year 14.23%, 5-year 7.86%, 10-year 9.31%.

DEVIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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