DESUX Mutual Fund

DESUX Mutual Fund

NAV$30.09
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Returns Overview

1 Month
-0.74%
3 Months
+3.02%
6 Months
+20.43%
YTD
+15.01%
1 Year
+21.70%
3 Years (annualized)
+22.42%
5 Years (annualized)
+13.85%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DESUX 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)
+15.01%
Peer Avg (YTD)
+6.72%
vs Peers
+8.29%

DESUX Mutual Fund Performance

DESUX performance across multiple time periods: 1-month -0.74%, YTD 15.01%, 1-year 21.70%, 3-year 22.42%, 5-year 13.85%, 10-year 14.21%.

DESUX 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.

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