DMBYX Mutual Fund

NAV$12.01

Returns Overview

1 Month
-0.08%
3 Months
-0.19%
6 Months
+1.84%
YTD
+1.92%
1 Year
+7.37%
3 Years (annualized)
+4.14%
5 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMBYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+0.83%
vs Peers
+1.09%

DMBYX Mutual Fund Performance

DMBYX performance across multiple time periods: 1-month -0.08%, YTD 1.92%, 1-year 7.37%, 3-year 4.14%, 5-year 1.04%.

DMBYX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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