DHIIX Mutual Fund

DHIIX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
-1.11%
3 Months
+2.17%
6 Months
+3.59%
YTD
+10.28%
1 Year
+23.46%
3 Years (annualized)
+14.20%
5 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHIIX 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)
+10.28%
Peer Avg (YTD)
+9.42%
vs Peers
+0.86%

DHIIX Mutual Fund Performance

DHIIX performance across multiple time periods: 1-month -1.11%, YTD 10.28%, 1-year 23.46%, 3-year 14.20%, 5-year 8.40%.

DHIIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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