DMAIX Mutual Fund

NAV$13.04

Returns Overview

1 Month
+0.98%
3 Months
+2.68%
6 Months
+2.73%
YTD
+2.73%
1 Year
+7.31%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMAIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Massachu-setts Exempt Municipalbond index
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+1.79%
vs Peers
+0.95%

DMAIX Mutual Fund Performance

DMAIX performance across multiple time periods: 1-month 0.98%, YTD 2.73%, 1-year 7.31%, 3-year 3.56%, 5-year 0.39%.

DMAIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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