DITEX Mutual Fund

DITEX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+3.14%
3 Months
-0.60%
6 Months
-0.88%
YTD
-0.58%
1 Year
-0.11%
3 Years (annualized)
+4.03%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DITEX 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
Bloomberg Municipal Bond: 7 Year Index (6-8)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
-0.87%
vs Peers
+0.28%

DITEX Mutual Fund Performance

DITEX performance across multiple time periods: 1-month 3.14%, YTD -0.58%, 1-year -0.11%, 3-year 4.03%, 5-year 0.49%, 10-year 1.48%.

DITEX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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