DIEZX Mutual Fund

NAV$14.52

Returns Overview

1 Month
-0.97%
3 Months
+12.93%
6 Months
+14.84%
YTD
+13.47%
1 Year
+25.81%
3 Years (annualized)
+17.85%
5 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIEZX 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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+8.97%
vs Peers
+4.50%

DIEZX Mutual Fund Performance

DIEZX performance across multiple time periods: 1-month -0.97%, YTD 13.47%, 1-year 25.81%, 3-year 17.85%, 5-year 6.62%.

DIEZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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