DMREX Mutual Fund

DMREX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
-0.08%
3 Months
+0.12%
6 Months
+1.47%
YTD
+1.98%
1 Year
+3.34%
3 Years (annualized)
+3.17%
5 Years (annualized)
+2.28%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMREX 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 Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+0.23%
vs Peers
+1.74%

DMREX Mutual Fund Performance

DMREX performance across multiple time periods: 1-month -0.08%, YTD 1.98%, 1-year 3.34%, 3-year 3.17%, 5-year 2.28%, 10-year 2.74%.

DMREX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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