DIMIX Mutual Fund

DIMIX Mutual Fund

NAV$12.70
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Returns Overview

1 Month
-1.78%
3 Months
-1.76%
6 Months
-0.75%
YTD
-0.30%
1 Year
+0.15%
3 Years (annualized)
+3.32%
5 Years (annualized)
+1.34%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIMIX 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 US Municipal Bond Index
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
-3.84%
vs Peers
+3.54%

DIMIX Mutual Fund Performance

DIMIX performance across multiple time periods: 1-month -1.78%, YTD -0.30%, 1-year 0.15%, 3-year 3.32%, 5-year 1.34%, 10-year 1.32%.

DIMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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