DEZRX Mutual Fund

DEZRX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-4.57%
3 Months
-7.20%
6 Months
-3.65%
YTD
-3.03%
1 Year
-2.55%
3 Years (annualized)
+3.41%
5 Years (annualized)
-3.76%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEZRX 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
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
-3.03%
Peer Avg (YTD)
+0.50%
vs Peers
-3.53%

DEZRX Mutual Fund Performance

DEZRX performance across multiple time periods: 1-month -4.57%, YTD -3.03%, 1-year -2.55%, 3-year 3.41%, 5-year -3.76%, 10-year 1.35%.

DEZRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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