DURCX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+1.82%
3 Months
+8.62%
6 Months
+14.31%
YTD
+14.78%
1 Year
+9.33%
3 Years (annualized)
+10.55%
5 Years (annualized)
+7.38%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DURCX 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
PROUpgrade to run

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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.78%
Peer Avg (YTD)
+7.40%
vs Peers
+7.38%

DURCX Mutual Fund Performance

DURCX performance across multiple time periods: 1-month 1.82%, YTD 14.78%, 1-year 9.33%, 3-year 10.55%, 5-year 7.38%, 10-year 3.98%.

DURCX returns outperform the peer average of 7.40% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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