DSEFX Mutual Fund

DSEFX Mutual Fund

NAV$42.27
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Returns Overview

1 Month
-0.17%
3 Months
+4.43%
6 Months
+8.28%
YTD
+9.03%
1 Year
+16.94%
3 Years (annualized)
+15.71%
5 Years (annualized)
+8.55%
10 Years (annualized)
+12.62%

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)
+9.03%
Peer Avg (YTD)
+6.23%
vs Peers
+2.79%

DSEFX Mutual Fund Performance

DSEFX performance across multiple time periods: 1-month -0.17%, YTD 9.03%, 1-year 16.94%, 3-year 15.71%, 5-year 8.55%, 10-year 12.62%.

DSEFX returns outperform the peer average of 6.23% 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.