DISAX Mutual Fund

DISAX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
-0.87%
3 Months
+2.71%
6 Months
+2.12%
YTD
+4.17%
1 Year
+8.42%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.89%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISAX 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
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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+6.23%
vs Peers
-2.07%

DISAX Mutual Fund Performance

DISAX performance across multiple time periods: 1-month -0.87%, YTD 4.17%, 1-year 8.42%, 3-year 4.51%, 5-year 0.89%, 10-year 6.73%.

DISAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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