DAREX Mutual Fund

DAREX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
-6.04%
3 Months
-5.97%
6 Months
+3.01%
YTD
+6.38%
1 Year
+4.58%
3 Years (annualized)
+6.78%
5 Years (annualized)
-4.07%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAREX 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
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🏦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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+4.73%
vs Peers
+1.64%

DAREX Mutual Fund Performance

DAREX performance across multiple time periods: 1-month -6.04%, YTD 6.38%, 1-year 4.58%, 3-year 6.78%, 5-year -4.07%, 10-year 3.18%.

DAREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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