DSEFX Mutual Fund

DSEFX Mutual Fund

NAV$42.34
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Returns Overview

1 Month
+3.19%
3 Months
+1.16%
6 Months
+12.84%
YTD
+12.51%
1 Year
+18.13%
3 Years (annualized)
+17.60%
5 Years (annualized)
+9.62%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSEFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+8.51%
vs Peers
+4.00%

DSEFX Mutual Fund Performance

DSEFX performance across multiple time periods: 1-month 3.19%, YTD 12.51%, 1-year 18.13%, 3-year 17.60%, 5-year 9.62%, 10-year 5.85%.

DSEFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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