DHIAX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
+1.13%
3 Months
+7.69%
6 Months
+11.36%
YTD
+9.78%
1 Year
+20.20%
3 Years (annualized)
+14.41%
5 Years (annualized)
+7.50%

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

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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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+9.13%
vs Peers
+0.65%

DHIAX Mutual Fund Performance

DHIAX performance across multiple time periods: 1-month 1.13%, YTD 9.78%, 1-year 20.20%, 3-year 14.41%, 5-year 7.50%.

DHIAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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