DAREX Mutual Fund

NAV$15.61

Returns Overview

1 Month
+3.24%
3 Months
+7.66%
6 Months
+16.41%
YTD
+18.53%
1 Year
+10.49%
3 Years (annualized)
+7.12%
5 Years (annualized)
-4.13%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAREX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+18.53%
Peer Avg (YTD)
+11.24%
vs Peers
+7.28%

DAREX Mutual Fund Performance

DAREX performance across multiple time periods: 1-month 3.24%, YTD 18.53%, 1-year 10.49%, 3-year 7.12%, 5-year -4.13%, 10-year 3.20%.

DAREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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