DIHRX Mutual Fund

DIHRX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
+1.54%
3 Months
-0.66%
6 Months
+2.15%
YTD
+7.50%
1 Year
+11.49%
3 Years (annualized)
+16.41%
5 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIHRX 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 World ex USA Index (net dividends)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+8.05%
vs Peers
-0.55%

DIHRX Mutual Fund Performance

DIHRX performance across multiple time periods: 1-month 1.54%, YTD 7.50%, 1-year 11.49%, 3-year 16.41%, 5-year 6.57%.

DIHRX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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