DYBIX Mutual Fund

DYBIX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-2.01%
3 Months
-0.01%
6 Months
+1.36%
YTD
+2.20%
1 Year
+8.81%
3 Years (annualized)
+3.80%
5 Years (annualized)
-0.73%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYBIX 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 Index(^BBUMUI)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+0.23%
vs Peers
+1.97%

DYBIX Mutual Fund Performance

DYBIX performance across multiple time periods: 1-month -2.01%, YTD 2.20%, 1-year 8.81%, 3-year 3.80%, 5-year -0.73%, 10-year 2.17%.

DYBIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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