DHEAX Mutual Fund

DHEAX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.31%
3 Months
+0.20%
6 Months
+1.31%
YTD
+2.43%
1 Year
+3.35%
3 Years (annualized)
+6.78%
5 Years (annualized)
+4.43%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHEAX 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
Bloomberg 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+1.93%
vs Peers
+0.50%

DHEAX Mutual Fund Performance

DHEAX performance across multiple time periods: 1-month 0.31%, YTD 2.43%, 1-year 3.35%, 3-year 6.78%, 5-year 4.43%, 10-year 3.79%.

DHEAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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