DMBIX Mutual Fund

DMBIX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+2.71%
3 Months
-1.75%
6 Months
-0.94%
YTD
+1.46%
1 Year
+2.33%
3 Years (annualized)
+7.62%
5 Years (annualized)
+2.94%
10 Years (annualized)
+4.45%

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
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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 US Municipal Bond Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
-0.87%
vs Peers
+2.33%

DMBIX Mutual Fund Performance

DMBIX performance across multiple time periods: 1-month 2.71%, YTD 1.46%, 1-year 2.33%, 3-year 7.62%, 5-year 2.94%, 10-year 4.45%.

DMBIX returns outperform the peer average of -0.87% 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.