DISAX Mutual Fund

NAV$23.50

Returns Overview

1 Month
-0.26%
3 Months
+10.72%
6 Months
+5.76%
YTD
+5.09%
1 Year
+4.75%
3 Years (annualized)
+4.67%
5 Years (annualized)
+1.55%
10 Years (annualized)
+7.35%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+8.97%
vs Peers
-3.89%

DISAX Mutual Fund Performance

DISAX performance across multiple time periods: 1-month -0.26%, YTD 5.09%, 1-year 4.75%, 3-year 4.67%, 5-year 1.55%, 10-year 7.35%.

DISAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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