DHEAX Mutual Fund

DHEAX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.33%
3 Months
+1.10%
6 Months
+1.88%
YTD
+2.22%
1 Year
+4.51%
3 Years (annualized)
+7.36%
5 Years (annualized)
+4.39%
10 Years (annualized)
+3.91%

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)
+2.22%
Peer Avg (YTD)
+0.12%
vs Peers
+2.10%

DHEAX Mutual Fund Performance

DHEAX performance across multiple time periods: 1-month 0.33%, YTD 2.22%, 1-year 4.51%, 3-year 7.36%, 5-year 4.39%, 10-year 3.91%.

DHEAX returns outperform the peer average of 0.12% 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.