DMBIX Mutual Fund

DMBIX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
-0.16%
3 Months
-0.88%
6 Months
-1.03%
YTD
+0.95%
1 Year
+5.77%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMBIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.15%
vs Peers
+0.80%

DMBIX Mutual Fund Performance

DMBIX performance across multiple time periods: 1-month -0.16%, YTD 0.95%, 1-year 5.77%, 3-year 3.74%, 5-year 0.67%, 10-year 1.90%.

DMBIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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