DUSIX Mutual Fund

DUSIX Mutual Fund

NAV$10.72
See how much of DUSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.02%
3 Months
-0.54%
6 Months
-0.33%
YTD
+0.59%
1 Year
+5.99%
3 Years (annualized)
+3.46%
5 Years (annualized)
+0.19%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUSIX 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 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.23%
vs Peers
+0.35%

DUSIX Mutual Fund Performance

DUSIX performance across multiple time periods: 1-month -2.02%, YTD 0.59%, 1-year 5.99%, 3-year 3.46%, 5-year 0.19%, 10-year 1.84%.

DUSIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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