DISRX Mutual Fund

DISRX Mutual Fund

NAV$23.44
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Returns Overview

1 Month
-0.82%
3 Months
+2.83%
6 Months
+2.33%
YTD
+4.42%
1 Year
+8.80%
3 Years (annualized)
+4.84%
5 Years (annualized)
+1.23%
10 Years (annualized)
+7.09%

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
PROUpgrade to run
📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+6.23%
vs Peers
-1.82%

DISRX Mutual Fund Performance

DISRX performance across multiple time periods: 1-month -0.82%, YTD 4.42%, 1-year 8.80%, 3-year 4.84%, 5-year 1.23%, 10-year 7.09%.

DISRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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