DINCX Mutual Fund

NAV$5.31

Returns Overview

1 Month
+0.76%
3 Months
+3.39%
6 Months
+5.39%
YTD
+7.80%
1 Year
+8.86%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.64%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DINCX 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
Bloomberg Global Aggregate (Hedged USD) Index
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+11.48%
vs Peers
-3.68%

DINCX Mutual Fund Performance

DINCX performance across multiple time periods: 1-month 0.76%, YTD 7.80%, 1-year 8.86%, 3-year 7.28%, 5-year 2.64%, 10-year 3.24%.

DINCX returns trail the peer average of 11.48% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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