DEZRX Mutual Fund

NAV$13.45

Returns Overview

1 Month
+0.29%
3 Months
+2.49%
6 Months
+1.54%
YTD
+1.83%
1 Year
+4.79%
3 Years (annualized)
+3.82%
5 Years (annualized)
-2.72%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEZRX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Long US Corporate Index
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+3.23%
vs Peers
-1.40%

DEZRX Mutual Fund Performance

DEZRX performance across multiple time periods: 1-month 0.29%, YTD 1.83%, 1-year 4.79%, 3-year 3.82%, 5-year -2.72%, 10-year 1.90%.

DEZRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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