DSTIX Mutual Fund

DSTIX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.01%
3 Months
+0.47%
6 Months
+0.56%
YTD
+0.94%
1 Year
+3.39%
3 Years (annualized)
+5.13%
5 Years (annualized)
+2.21%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+0.12%
vs Peers
+0.82%

DSTIX Mutual Fund Performance

DSTIX performance across multiple time periods: 1-month 0.01%, YTD 0.94%, 1-year 3.39%, 3-year 5.13%, 5-year 2.21%, 10-year 2.24%.

DSTIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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