DITEX Mutual Fund

DITEX Mutual Fund

NAV$12.53
See how much of DITEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
-0.56%
6 Months
-0.92%
YTD
+0.02%
1 Year
+4.49%
3 Years (annualized)
+3.00%
5 Years (annualized)
+0.55%
10 Years (annualized)
+1.65%

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
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
Bloomberg Municipal Bond: 7 Year Index (6-8)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+0.23%
vs Peers
-0.21%

DITEX Mutual Fund Performance

DITEX performance across multiple time periods: 1-month -1.51%, YTD 0.02%, 1-year 4.49%, 3-year 3.00%, 5-year 0.55%, 10-year 1.65%.

DITEX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.63%, 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.