DISYX Mutual Fund

DISYX Mutual Fund

NAV$23.34
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.22%
3 Months
+10.76%
6 Months
+5.91%
YTD
+5.22%
1 Year
+5.11%
3 Years (annualized)
+5.04%
5 Years (annualized)
+1.91%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISYX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+8.97%
vs Peers
-3.75%

DISYX Mutual Fund Performance

DISYX performance across multiple time periods: 1-month -0.22%, YTD 5.22%, 1-year 5.11%, 3-year 5.04%, 5-year 1.91%, 10-year 7.74%.

DISYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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