DEMRX Mutual Fund

DEMRX Mutual Fund

NAV$54.52
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Returns Overview

1 Month
+4.45%
3 Months
-14.62%
6 Months
+71.69%
YTD
+88.84%
1 Year
+147.80%
3 Years (annualized)
+59.27%
5 Years (annualized)
+25.34%
10 Years (annualized)
+18.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMRX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+88.84%
Peer Avg (YTD)
+20.48%
vs Peers
+68.36%

DEMRX Mutual Fund Performance

DEMRX performance across multiple time periods: 1-month 4.45%, YTD 88.84%, 1-year 147.80%, 3-year 59.27%, 5-year 25.34%, 10-year 18.00%.

DEMRX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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