DABMX Mutual Fund

NAV$11.32

Returns Overview

1 Month
+1.42%
3 Months
+2.49%
6 Months
+3.77%
YTD
+4.19%
1 Year
+3.25%
3 Years (annualized)
+6.47%
5 Years (annualized)
+2.16%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DABMX 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
Lipper Alternative Credit Focus Funds Index(^LACFF)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+4.83%
vs Peers
-0.64%

DABMX Mutual Fund Performance

DABMX performance across multiple time periods: 1-month 1.42%, YTD 4.19%, 1-year 3.25%, 3-year 6.47%, 5-year 2.16%, 10-year 1.78%.

DABMX returns trail the peer average of 4.83% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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