DEZRX Mutual Fund

DEZRX Mutual Fund

NAV$13.19
See how much of DEZRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.01%
3 Months
-2.19%
6 Months
-2.90%
YTD
-2.26%
1 Year
+0.63%
3 Years (annualized)
+2.42%
5 Years (annualized)
-3.88%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEZRX 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
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
-2.26%
Peer Avg (YTD)
+0.12%
vs Peers
-2.38%

DEZRX Mutual Fund Performance

DEZRX performance across multiple time periods: 1-month -4.01%, YTD -2.26%, 1-year 0.63%, 3-year 2.42%, 5-year -3.88%, 10-year 1.24%.

DEZRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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