DHEYX Mutual Fund

DHEYX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.26%
3 Months
+0.43%
6 Months
+1.67%
YTD
+2.54%
1 Year
+3.61%
3 Years (annualized)
+7.57%
5 Years (annualized)
+4.87%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHEYX 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
PROUpgrade to run
🏦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 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+0.50%
vs Peers
+2.04%

DHEYX Mutual Fund Performance

DHEYX performance across multiple time periods: 1-month -0.26%, YTD 2.54%, 1-year 3.61%, 3-year 7.57%, 5-year 4.87%, 10-year 4.56%.

DHEYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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