DISAX Mutual Fund

DISAX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
-4.40%
3 Months
-3.36%
6 Months
+7.00%
YTD
+1.56%
1 Year
+2.90%
3 Years (annualized)
+6.80%
5 Years (annualized)
+0.84%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+8.67%
vs Peers
-7.11%

DISAX Mutual Fund Performance

DISAX performance across multiple time periods: 1-month -4.40%, YTD 1.56%, 1-year 2.90%, 3-year 6.80%, 5-year 0.84%, 10-year 7.01%.

DISAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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