DEMRX Mutual Fund

NAV$73.94

Returns Overview

1 Month
+29.94%
3 Months
+46.15%
6 Months
+85.86%
YTD
+95.23%
1 Year
+180.54%
3 Years
+55.24%
5 Years
+20.21%
10 Years
+18.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DEMRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+95.23%
Peer Avg (YTD)
+21.76%
vs Peers
+73.47%

DEMRX Mutual Fund Performance

DEMRX performance across multiple time periods: 1-month 29.94%, YTD 95.23%, 1-year 180.54%, 3-year 55.24%, 5-year 20.21%, 10-year 18.47%.

DEMRX returns outperform the peer average of 21.76% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

DEMRX performance comparison shows side-by-side returns with another fund. DEMRX alternatives are available in the Mutual Fund Screener.