DISVX Mutual Fund

DISVX Mutual Fund

NAV$34.46
See how much of DISVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.14%
3 Months
+7.77%
6 Months
+12.35%
YTD
+15.03%
1 Year
+24.35%
3 Years (annualized)
+27.39%
5 Years (annualized)
+15.41%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISVX 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
MSCI World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+10.69%
vs Peers
+4.33%

DISVX Mutual Fund Performance

DISVX performance across multiple time periods: 1-month -2.14%, YTD 15.03%, 1-year 24.35%, 3-year 27.39%, 5-year 15.41%, 10-year 11.56%.

DISVX returns outperform the peer average of 10.69% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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