DIEQX Mutual Fund

NAV$40.50

Returns Overview

1 Month
-1.80%
3 Months
+16.21%
6 Months
+9.46%
YTD
+9.34%
1 Year
+18.96%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.33%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+8.97%
vs Peers
+0.37%

DIEQX Mutual Fund Performance

DIEQX performance across multiple time periods: 1-month -1.80%, YTD 9.34%, 1-year 18.96%, 3-year 17.12%, 5-year 9.33%, 10-year 13.55%.

DIEQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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