DEEIX Mutual Fund

DEEIX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-4.58%
3 Months
-7.65%
6 Months
-5.37%
YTD
-6.01%
1 Year
-6.79%
3 Years (annualized)
+3.31%
5 Years (annualized)
-3.70%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEEIX 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
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
-6.01%
Peer Avg (YTD)
+0.50%
vs Peers
-6.51%

DEEIX Mutual Fund Performance

DEEIX performance across multiple time periods: 1-month -4.58%, YTD -6.01%, 1-year -6.79%, 3-year 3.31%, 5-year -3.70%, 10-year 1.21%.

DEEIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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