DMBYX Mutual Fund

DMBYX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
-0.11%
3 Months
-0.60%
6 Months
-0.79%
YTD
+1.31%
1 Year
+6.00%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.78%
10 Years (annualized)
+1.97%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+0.15%
vs Peers
+1.16%

DMBYX Mutual Fund Performance

DMBYX performance across multiple time periods: 1-month -0.11%, YTD 1.31%, 1-year 6.00%, 3-year 3.86%, 5-year 0.78%, 10-year 1.97%.

DMBYX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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