DISMX Mutual Fund

NAV$20.27

Returns Overview

1 Month
-2.48%
3 Months
+7.40%
6 Months
+6.16%
YTD
+5.65%
1 Year
+10.60%
3 Years (annualized)
+13.03%
5 Years (annualized)
+3.42%
10 Years (annualized)
+8.18%

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

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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
MSCI World Ex USA Small Cap Growth Index(^MWDXUSSCG)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+11.18%
vs Peers
-5.53%

DISMX Mutual Fund Performance

DISMX performance across multiple time periods: 1-month -2.48%, YTD 5.65%, 1-year 10.60%, 3-year 13.03%, 5-year 3.42%, 10-year 8.18%.

DISMX returns trail the peer average of 11.18% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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