DEMZX Mutual Fund

DEMZX Mutual Fund

NAV$54.75
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Returns Overview

1 Month
+4.50%
3 Months
-14.49%
6 Months
+72.24%
YTD
+89.67%
1 Year
+149.33%
3 Years (annualized)
+60.23%
5 Years (annualized)
+26.10%
10 Years (annualized)
+18.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMZX 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)
+89.67%
Peer Avg (YTD)
+20.48%
vs Peers
+69.18%

DEMZX Mutual Fund Performance

DEMZX performance across multiple time periods: 1-month 4.50%, YTD 89.67%, 1-year 149.33%, 3-year 60.23%, 5-year 26.10%, 10-year 18.72%.

DEMZX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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