DBOZX Mutual Fund

DBOZX Mutual Fund

NAV$25.27
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Returns Overview

3 Months
+0.08%
6 Months
+2.50%
YTD
+6.15%
1 Year
+7.31%
3 Years (annualized)
+14.79%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBOZX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+5.30%
vs Peers
+0.85%

DBOZX Mutual Fund Performance

DBOZX performance across multiple time periods: YTD 6.15%, 1-year 7.31%, 3-year 14.79%, 5-year 6.21%, 10-year 8.72%.

DBOZX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

DBOZX vs another fund shows side-by-side returns. DBOZX alternatives are available in the Mutual Fund Screener.