DNREX Mutual Fund

DNREX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
+2.70%
3 Months
+4.32%
6 Months
+13.33%
YTD
+16.27%
1 Year
+13.51%
3 Years (annualized)
+7.49%
5 Years (annualized)
-3.55%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNREX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.27%
Peer Avg (YTD)
+12.53%
vs Peers
+3.74%

DNREX Mutual Fund Performance

DNREX performance across multiple time periods: 1-month 2.70%, YTD 16.27%, 1-year 13.51%, 3-year 7.49%, 5-year -3.55%, 10-year 1.98%.

DNREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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