DEMIX Mutual Fund

NAV$57.68

Returns Overview

1 Month
-17.48%
3 Months
+20.19%
6 Months
+55.81%
YTD
+76.45%
1 Year
+228.74%
3 Years (annualized)
+70.87%
5 Years (annualized)
+28.22%
10 Years (annualized)
+22.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMIX 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)
+76.45%
Peer Avg (YTD)
+23.08%
vs Peers
+53.37%

DEMIX Mutual Fund Performance

DEMIX performance across multiple time periods: 1-month -17.48%, YTD 76.45%, 1-year 228.74%, 3-year 70.87%, 5-year 28.22%, 10-year 22.16%.

DEMIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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