DEOPX Mutual Fund

NAV$23.73

Returns Overview

1 Month
+3.80%
3 Months
+9.92%
6 Months
+5.67%
YTD
+4.73%
1 Year
+0.92%
3 Years (annualized)
+8.18%
5 Years (annualized)
+4.56%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEOPX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+10.82%
vs Peers
-6.09%

DEOPX Mutual Fund Performance

DEOPX performance across multiple time periods: 1-month 3.80%, YTD 4.73%, 1-year 0.92%, 3-year 8.18%, 5-year 4.56%, 10-year 10.70%.

DEOPX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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