DHEYX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+0.36%
3 Months
+1.23%
6 Months
+2.20%
YTD
+2.09%
1 Year
+4.99%
3 Years (annualized)
+8.11%
5 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHEYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+3.23%
vs Peers
-1.13%

DHEYX Mutual Fund Performance

DHEYX performance across multiple time periods: 1-month 0.36%, YTD 2.09%, 1-year 4.99%, 3-year 8.11%, 5-year 4.83%.

DHEYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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