DITEX Mutual Fund

DITEX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-3.63%
3 Months
-5.08%
6 Months
-3.24%
YTD
-3.61%
1 Year
-1.97%
3 Years (annualized)
+3.29%
5 Years (annualized)
+0.66%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DITEX 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 Municipal Bond: 7 Year Index (6-8)
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
-3.84%
vs Peers
+0.23%

DITEX Mutual Fund Performance

DITEX performance across multiple time periods: 1-month -3.63%, YTD -3.61%, 1-year -1.97%, 3-year 3.29%, 5-year 0.66%, 10-year 1.80%.

DITEX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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