DBLIX Mutual Fund

NAV$7.94

Returns Overview

1 Month
+0.13%
3 Months
+0.87%
6 Months
+3.03%
YTD
+6.49%
1 Year
+6.49%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBLIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+6.01%
vs Peers
+0.48%

DBLIX Mutual Fund Performance

DBLIX performance across multiple time periods: 1-month 0.13%, YTD 6.49%, 1-year 6.49%, 3-year 8.90%, 5-year 3.43%.

DBLIX returns outperform the peer average of 6.01% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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