DEMIX Mutual Fund

DEMIX Mutual Fund

NAV$54.67
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Returns Overview

1 Month
+4.49%
3 Months
-14.52%
6 Months
+72.13%
YTD
+89.51%
1 Year
+149.04%
3 Years (annualized)
+60.06%
5 Years (annualized)
+25.97%
10 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMIX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+89.51%
Peer Avg (YTD)
+20.48%
vs Peers
+69.02%

DEMIX Mutual Fund Performance

DEMIX performance across multiple time periods: 1-month 4.49%, YTD 89.51%, 1-year 149.04%, 3-year 60.06%, 5-year 25.97%, 10-year 18.59%.

DEMIX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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