DOXBX Mutual Fund

DOXBX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
+3.05%
3 Months
-1.13%
6 Months
+2.68%
YTD
+4.86%
1 Year
+7.99%
3 Years (annualized)
+13.33%
5 Years (annualized)
+7.56%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOXBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+5.30%
vs Peers
-0.44%

DOXBX Mutual Fund Performance

DOXBX performance across multiple time periods: 1-month 3.05%, YTD 4.86%, 1-year 7.99%, 3-year 13.33%, 5-year 7.56%, 10-year 9.77%.

DOXBX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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