DISMX Mutual Fund

DISMX Mutual Fund

NAV$19.86
See how much of DISMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.23%
3 Months
+1.53%
6 Months
+2.50%
YTD
+6.95%
1 Year
+13.91%
3 Years (annualized)
+12.40%
5 Years (annualized)
+3.17%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex USA Small Cap Growth Index(^MWDXUSSCG)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+10.05%
vs Peers
-3.11%

DISMX Mutual Fund Performance

DISMX performance across multiple time periods: 1-month 1.23%, YTD 6.95%, 1-year 13.91%, 3-year 12.40%, 5-year 3.17%, 10-year 7.64%.

DISMX returns trail the peer average of 10.05% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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