DISIX Mutual Fund

NAV$27.18

Returns Overview

1 Month
+7.28%
3 Months
+19.66%
6 Months
+23.84%
YTD
+22.62%
1 Year
+37.24%
3 Years (annualized)
+11.84%
5 Years (annualized)
+4.59%

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
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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.62%
Peer Avg (YTD)
+18.52%
vs Peers
+4.09%

DISIX Mutual Fund Performance

DISIX performance across multiple time periods: 1-month 7.28%, YTD 22.62%, 1-year 37.24%, 3-year 11.84%, 5-year 4.59%.

DISIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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