DESSX Mutual Fund

DESSX Mutual Fund

NAV$30.16
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Returns Overview

1 Month
-0.70%
3 Months
+3.05%
6 Months
+20.47%
YTD
+15.02%
1 Year
+21.73%
3 Years (annualized)
+22.41%
5 Years (annualized)
+13.83%
10 Years (annualized)
+14.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESSX 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)
+15.02%
Peer Avg (YTD)
+6.72%
vs Peers
+8.29%

DESSX Mutual Fund Performance

DESSX performance across multiple time periods: 1-month -0.70%, YTD 15.02%, 1-year 21.73%, 3-year 22.41%, 5-year 13.83%, 10-year 14.14%.

DESSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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