DIHRX Mutual Fund

DIHRX Mutual Fund

NAV$16.36
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Returns Overview

1 Month
-4.13%
3 Months
-1.22%
6 Months
+5.57%
YTD
+5.87%
1 Year
+11.11%
3 Years (annualized)
+14.86%
5 Years (annualized)
+6.85%

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)
+5.87%
Peer Avg (YTD)
+9.29%
vs Peers
-3.43%

DIHRX Mutual Fund Performance

DIHRX performance across multiple time periods: 1-month -4.13%, YTD 5.87%, 1-year 11.11%, 3-year 14.86%, 5-year 6.85%.

DIHRX returns trail the peer average of 9.29% 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.