DISCX Mutual Fund

DISCX Mutual Fund

NAV$21.24
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Returns Overview

1 Month
+1.92%
3 Months
+0.68%
6 Months
+1.48%
YTD
+6.12%
1 Year
+10.22%
3 Years (annualized)
+6.52%
5 Years (annualized)
+0.77%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISCX 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)
+6.12%
Peer Avg (YTD)
+8.51%
vs Peers
-2.39%

DISCX Mutual Fund Performance

DISCX performance across multiple time periods: 1-month 1.92%, YTD 6.12%, 1-year 10.22%, 3-year 6.52%, 5-year 0.77%, 10-year 6.85%.

DISCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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