DBISX Mutual Fund

NAV$11.77

Returns Overview

1 Month
-1.42%
3 Months
+2.76%
6 Months
+3.00%
YTD
+2.65%
1 Year
+9.96%
3 Years (annualized)
+7.93%
5 Years (annualized)
+4.41%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+3.47%
vs Peers
-0.83%

DBISX Mutual Fund Performance

DBISX performance across multiple time periods: 1-month -1.42%, YTD 2.65%, 1-year 9.96%, 3-year 7.93%, 5-year 4.41%, 10-year 5.45%.

DBISX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

DBISX performance comparison shows side-by-side returns with another fund. DBISX alternatives are available in the Mutual Fund Screener.