DISIX Mutual Fund

DISIX Mutual Fund

NAV$26.04
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Returns Overview

1 Month
+3.15%
3 Months
-3.22%
6 Months
+2.86%
YTD
+16.37%
1 Year
+20.48%
3 Years (annualized)
+17.56%
5 Years (annualized)
+5.60%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISIX 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
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📉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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+12.21%
vs Peers
+4.16%

DISIX Mutual Fund Performance

DISIX performance across multiple time periods: 1-month 3.15%, YTD 16.37%, 1-year 20.48%, 3-year 17.56%, 5-year 5.60%, 10-year 10.28%.

DISIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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