DISVX Mutual Fund

DISVX Mutual Fund

NAV$36.24
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Returns Overview

1 Month
+3.26%
3 Months
+2.32%
6 Months
+3.89%
YTD
+10.22%
1 Year
+31.70%
3 Years (annualized)
+23.54%
5 Years (annualized)
+14.38%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISVX 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 World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+10.05%
vs Peers
+0.17%

DISVX Mutual Fund Performance

DISVX performance across multiple time periods: 1-month 3.26%, YTD 10.22%, 1-year 31.70%, 3-year 23.54%, 5-year 14.38%, 10-year 10.88%.

DISVX returns outperform the peer average of 10.05% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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