DSIBX Mutual Fund

DSIBX Mutual Fund

NAV$12.69
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Returns Overview

1 Month
-1.86%
3 Months
-1.78%
6 Months
-0.87%
YTD
-0.45%
1 Year
+0.05%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSIBX 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
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
-3.84%
vs Peers
+3.39%

DSIBX Mutual Fund Performance

DSIBX performance across multiple time periods: 1-month -1.86%, YTD -0.45%, 1-year 0.05%, 3-year 3.11%, 5-year 1.14%, 10-year 1.21%.

DSIBX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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