DISRX Mutual Fund

NAV$23.69
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Returns Overview

1 Month
-0.22%
3 Months
+10.79%
6 Months
+5.96%
YTD
+5.28%
1 Year
+5.11%
3 Years (annualized)
+5.00%
5 Years (annualized)
+1.88%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISRX 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

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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.97%
vs Peers
-3.69%

DISRX Mutual Fund Performance

DISRX performance across multiple time periods: 1-month -0.22%, YTD 5.28%, 1-year 5.11%, 3-year 5.00%, 5-year 1.88%, 10-year 7.70%.

DISRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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