DSEEX Mutual Fund

DSEEX Mutual Fund

NAV$16.01
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Returns Overview

1 Month
+1.28%
3 Months
+0.58%
6 Months
-1.19%
YTD
+1.32%
1 Year
+4.48%
3 Years (annualized)
+9.45%
5 Years (annualized)
+5.00%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSEEX 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
Shiller Barclays CAPE US Sector TR USD Index(BXIICSTU)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+5.79%
vs Peers
-4.48%

DSEEX Mutual Fund Performance

DSEEX performance across multiple time periods: 1-month 1.28%, YTD 1.32%, 1-year 4.48%, 3-year 9.45%, 5-year 5.00%, 10-year 11.30%.

DSEEX returns trail the peer average of 5.79% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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