DMREX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
-0.08%
3 Months
+0.94%
6 Months
+2.05%
YTD
+2.05%
1 Year
+4.03%
3 Years (annualized)
+3.61%
5 Years (annualized)
+2.76%
10 Years (annualized)
+2.85%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+1.79%
vs Peers
+0.27%

DMREX Mutual Fund Performance

DMREX performance across multiple time periods: 1-month -0.08%, YTD 2.05%, 1-year 4.03%, 3-year 3.61%, 5-year 2.76%, 10-year 2.85%.

DMREX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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