DIMIX Mutual Fund

DIMIX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-0.36%
3 Months
+0.35%
6 Months
+0.34%
YTD
+1.12%
1 Year
+2.52%
3 Years (annualized)
+3.18%
5 Years (annualized)
+1.24%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIMIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Bond Index
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+0.23%
vs Peers
+0.89%

DIMIX Mutual Fund Performance

DIMIX performance across multiple time periods: 1-month -0.36%, YTD 1.12%, 1-year 2.52%, 3-year 3.18%, 5-year 1.24%, 10-year 1.31%.

DIMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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