DUSQX Mutual Fund

NAV$42.61

Returns Overview

1 Month
-0.71%
3 Months
+13.98%
6 Months
+10.24%
YTD
+9.86%
1 Year
+21.83%
3 Years (annualized)
+18.60%
5 Years (annualized)
+11.82%
10 Years (annualized)
+14.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUSQX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+9.51%
vs Peers
+0.35%

DUSQX Mutual Fund Performance

DUSQX performance across multiple time periods: 1-month -0.71%, YTD 9.86%, 1-year 21.83%, 3-year 18.60%, 5-year 11.82%, 10-year 14.68%.

DUSQX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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