DIEQX Mutual Fund

DIEQX Mutual Fund

NAV$41.78
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Returns Overview

1 Month
-0.12%
3 Months
+4.51%
6 Months
+8.45%
YTD
+9.20%
1 Year
+17.28%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.72%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+6.23%
vs Peers
+2.97%

DIEQX Mutual Fund Performance

DIEQX performance across multiple time periods: 1-month -0.12%, YTD 9.20%, 1-year 17.28%, 3-year 16.04%, 5-year 8.72%, 10-year 12.90%.

DIEQX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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