DSIBX Mutual Fund

DSIBX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
-0.29%
3 Months
+0.32%
6 Months
+0.36%
YTD
+1.06%
1 Year
+2.42%
3 Years (annualized)
+3.10%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSIBX 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 Barclays US Municipal Bond Index
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+0.23%
vs Peers
+0.83%

DSIBX Mutual Fund Performance

DSIBX performance across multiple time periods: 1-month -0.29%, YTD 1.06%, 1-year 2.42%, 3-year 3.10%, 5-year 1.14%, 10-year 1.19%.

DSIBX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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