DXKSX Mutual Fund

DXKSX Mutual Fund

NAV$26.80
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Returns Overview

1 Month
+0.33%
3 Months
+2.15%
6 Months
+4.33%
YTD
+4.07%
1 Year
+4.97%
3 Years (annualized)
+5.07%
5 Years (annualized)
+9.38%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DXKSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+12.13%
vs Peers
-8.07%

DXKSX Mutual Fund Performance

DXKSX performance across multiple time periods: 1-month 0.33%, YTD 4.07%, 1-year 4.97%, 3-year 5.07%, 5-year 9.38%, 10-year 2.92%.

DXKSX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

DXKSX performance comparison shows side-by-side returns with another fund. DXKSX alternatives are available in the Mutual Fund Screener.