DHIIX Mutual Fund

NAV$14.60

Returns Overview

1 Month
+1.13%
3 Months
+7.76%
6 Months
+11.52%
YTD
+9.89%
1 Year
+20.23%
3 Years (annualized)
+14.65%
5 Years (annualized)
+7.77%

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
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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+9.13%
vs Peers
+0.76%

DHIIX Mutual Fund Performance

DHIIX performance across multiple time periods: 1-month 1.13%, YTD 9.89%, 1-year 20.23%, 3-year 14.65%, 5-year 7.77%.

DHIIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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