DURIX Mutual Fund

NAV$13.99

Returns Overview

1 Month
+1.92%
3 Months
+8.88%
6 Months
+14.89%
YTD
+15.35%
1 Year
+10.42%
3 Years (annualized)
+11.69%
5 Years (annualized)
+8.44%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DURIX 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)
+15.35%
Peer Avg (YTD)
+7.40%
vs Peers
+7.95%

DURIX Mutual Fund Performance

DURIX performance across multiple time periods: 1-month 1.92%, YTD 15.35%, 1-year 10.42%, 3-year 11.69%, 5-year 8.44%, 10-year 5.05%.

DURIX returns outperform the peer average of 7.40% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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