DISCX Mutual Fund

DISCX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
-0.90%
3 Months
+2.57%
6 Months
+1.72%
YTD
+3.74%
1 Year
+7.65%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.17%
10 Years (annualized)
+5.79%

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)
+3.74%
Peer Avg (YTD)
+6.23%
vs Peers
-2.50%

DISCX Mutual Fund Performance

DISCX performance across multiple time periods: 1-month -0.90%, YTD 3.74%, 1-year 7.65%, 3-year 3.19%, 5-year -0.17%, 10-year 5.79%.

DISCX returns trail the peer average of 6.23% 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.