DESAX Mutual Fund

DESAX Mutual Fund

NAV$30.23
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Returns Overview

1 Month
-0.73%
3 Months
+2.97%
6 Months
+20.32%
YTD
+14.80%
1 Year
+21.43%
3 Years (annualized)
+22.11%
5 Years (annualized)
+13.55%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.80%
Peer Avg (YTD)
+6.72%
vs Peers
+8.08%

DESAX Mutual Fund Performance

DESAX performance across multiple time periods: 1-month -0.73%, YTD 14.80%, 1-year 21.43%, 3-year 22.11%, 5-year 13.55%, 10-year 13.15%.

DESAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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