DBOZX Mutual Fund

DBOZX Mutual Fund

NAV$25.71
See how much of DBOZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
-0.16%
6 Months
+8.68%
YTD
+6.15%
1 Year
+9.32%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.65%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBOZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+4.96%
vs Peers
+1.19%

DBOZX Mutual Fund Performance

DBOZX performance across multiple time periods: 1-month -1.13%, YTD 6.15%, 1-year 9.32%, 3-year 12.75%, 5-year 6.65%, 10-year 8.71%.

DBOZX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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