DSEEX Mutual Fund

NAV$15.66

Returns Overview

1 Month
+0.38%
3 Months
+4.77%
6 Months
-0.34%
YTD
+0.04%
1 Year
+2.17%
3 Years (annualized)
+10.34%
5 Years (annualized)
+5.26%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSEEX 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
Shiller Barclays CAPE US Sector TR USD Index(BXIICSTU)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+5.93%
vs Peers
-5.90%

DSEEX Mutual Fund Performance

DSEEX performance across multiple time periods: 1-month 0.38%, YTD 0.04%, 1-year 2.17%, 3-year 10.34%, 5-year 5.26%, 10-year 11.74%.

DSEEX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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