DIERX Mutual Fund

NAV$49.05

Returns Overview

1 Month
+7.07%
3 Months
+12.21%
6 Months
+18.77%
YTD
+6.41%
1 Year
+34.17%
3 Years (annualized)
+15.24%
5 Years (annualized)
+9.38%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+1.49%
vs Peers
+4.92%

DIERX Mutual Fund Performance

DIERX performance across multiple time periods: 1-month 7.07%, YTD 6.41%, 1-year 34.17%, 3-year 15.24%, 5-year 9.38%, 10-year 8.31%.

DIERX returns outperform the peer average of 1.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

DIERX performance comparison shows side-by-side returns with another fund. DIERX alternatives are available in the Mutual Fund Screener.