DEQAX Mutual Fund

DEQAX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
-5.58%
3 Months
-2.95%
6 Months
+5.85%
YTD
+7.70%
1 Year
+14.26%
3 Years (annualized)
+16.34%
5 Years (annualized)
+10.69%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEQAX 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
FTSE World Index(^FWI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+10.00%
vs Peers
-2.30%

DEQAX Mutual Fund Performance

DEQAX performance across multiple time periods: 1-month -5.58%, YTD 7.70%, 1-year 14.26%, 3-year 16.34%, 5-year 10.69%, 10-year 10.24%.

DEQAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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