DEVIX Mutual Fund

DEVIX Mutual Fund

NAV$79.41
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Returns Overview

1 Month
-0.92%
3 Months
+4.34%
6 Months
+13.34%
YTD
+20.57%
1 Year
+29.56%
3 Years (annualized)
+13.65%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.96%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.57%
Peer Avg (YTD)
+15.31%
vs Peers
+5.26%

DEVIX Mutual Fund Performance

DEVIX performance across multiple time periods: 1-month -0.92%, YTD 20.57%, 1-year 29.56%, 3-year 13.65%, 5-year 8.84%, 10-year 9.96%.

DEVIX returns outperform the peer average of 15.31% 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.