DYMIX Mutual Fund

DYMIX Mutual Fund

NAV$14.36
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Returns Overview

1 Month
-6.65%
3 Months
+0.07%
6 Months
-0.28%
YTD
+4.50%
1 Year
+6.19%
3 Years (annualized)
+20.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DYMIX 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

This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+9.98%
vs Peers
-5.49%

DYMIX Mutual Fund Performance

DYMIX performance across multiple time periods: 1-month -6.65%, YTD 4.50%, 1-year 6.19%, 3-year 20.71%.

DYMIX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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