DSEFX Mutual Fund

NAV$42.23

Returns Overview

1 Month
-1.80%
3 Months
+16.14%
6 Months
+9.33%
YTD
+9.21%
1 Year
+18.62%
3 Years (annualized)
+16.79%
5 Years (annualized)
+10.21%
10 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSEFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+8.97%
vs Peers
+0.24%

DSEFX Mutual Fund Performance

DSEFX performance across multiple time periods: 1-month -1.80%, YTD 9.21%, 1-year 18.62%, 3-year 16.79%, 5-year 10.21%, 10-year 6.19%.

DSEFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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