DHIVX Mutual Fund

NAV$14.32

Returns Overview

1 Month
-2.52%
3 Months
-2.56%
6 Months
+8.51%
YTD
+7.77%
1 Year
+10.95%
3 Years (annualized)
+16.24%
5 Years (annualized)
+9.24%

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
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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+11.24%
vs Peers
-3.47%

DHIVX Mutual Fund Performance

DHIVX performance across multiple time periods: 1-month -2.52%, YTD 7.77%, 1-year 10.95%, 3-year 16.24%, 5-year 9.24%.

DHIVX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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