DTIDX Mutual Fund

DTIDX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-4.95%
3 Months
-7.37%
6 Months
-3.79%
YTD
-3.93%
1 Year
-2.27%
3 Years (annualized)
+4.35%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTIDX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
-3.84%
vs Peers
-0.09%

DTIDX Mutual Fund Performance

DTIDX performance across multiple time periods: 1-month -4.95%, YTD -3.93%, 1-year -2.27%, 3-year 4.35%, 5-year 0.47%, 10-year 1.96%.

DTIDX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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