DYBIX Mutual Fund

NAV$10.64

Returns Overview

1 Month
-0.18%
3 Months
+0.01%
6 Months
+2.57%
YTD
+2.87%
1 Year
+8.37%
3 Years (annualized)
+4.65%
5 Years (annualized)
-0.16%
10 Years (annualized)
+2.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+2.87%
Peer Avg (YTD)
+0.83%
vs Peers
+2.04%

DYBIX Mutual Fund Performance

DYBIX performance across multiple time periods: 1-month -0.18%, YTD 2.87%, 1-year 8.37%, 3-year 4.65%, 5-year -0.16%, 10-year 2.50%.

DYBIX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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