DHEAX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.33%
3 Months
+1.12%
6 Months
+1.99%
YTD
+1.88%
1 Year
+4.58%
3 Years (annualized)
+7.66%
5 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHEAX 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 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+3.23%
vs Peers
-1.34%

DHEAX Mutual Fund Performance

DHEAX performance across multiple time periods: 1-month 0.33%, YTD 1.88%, 1-year 4.58%, 3-year 7.66%, 5-year 4.38%.

DHEAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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