DSBFX Mutual Fund

DSBFX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-1.40%
3 Months
-0.78%
6 Months
-1.04%
YTD
-0.58%
1 Year
+2.12%
3 Years (annualized)
+3.66%
5 Years (annualized)
-0.78%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSBFX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+0.12%
vs Peers
-0.70%

DSBFX Mutual Fund Performance

DSBFX performance across multiple time periods: 1-month -1.40%, YTD -0.58%, 1-year 2.12%, 3-year 3.66%, 5-year -0.78%, 10-year 1.42%.

DSBFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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