DISMX Mutual Fund

DISMX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
-3.38%
3 Months
+1.37%
6 Months
+8.87%
YTD
+7.10%
1 Year
+8.72%
3 Years (annualized)
+14.94%
5 Years (annualized)
+3.35%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISMX 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
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📉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 World Ex USA Small Cap Growth Index(^MWDXUSSCG)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+10.69%
vs Peers
-3.60%

DISMX Mutual Fund Performance

DISMX performance across multiple time periods: 1-month -3.38%, YTD 7.10%, 1-year 8.72%, 3-year 14.94%, 5-year 3.35%, 10-year 8.19%.

DISMX returns trail the peer average of 10.69% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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