DHIAX Mutual Fund

DHIAX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
-1.12%
3 Months
+2.13%
6 Months
+3.47%
YTD
+10.11%
1 Year
+23.12%
3 Years (annualized)
+12.99%
5 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHIAX 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
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📉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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+9.42%
vs Peers
+0.69%

DHIAX Mutual Fund Performance

DHIAX performance across multiple time periods: 1-month -1.12%, YTD 10.11%, 1-year 23.12%, 3-year 12.99%, 5-year 7.59%.

DHIAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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