DHIVX Mutual Fund

DHIVX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
+1.31%
3 Months
-3.46%
6 Months
+4.68%
YTD
+9.18%
1 Year
+13.48%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHIVX 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 Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+12.53%
vs Peers
-3.35%

DHIVX Mutual Fund Performance

DHIVX performance across multiple time periods: 1-month 1.31%, YTD 9.18%, 1-year 13.48%, 3-year 16.76%, 5-year 9.40%.

DHIVX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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