DBLEX Mutual Fund

NAV$8.91

Returns Overview

1 Month
+0.51%
3 Months
+2.54%
6 Months
+1.68%
YTD
+1.68%
1 Year
+5.62%
3 Years (annualized)
+8.09%
5 Years (annualized)
+1.77%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBLEX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan Emerging Market Bond Index Global Diversified
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+3.07%
vs Peers
-1.39%

DBLEX Mutual Fund Performance

DBLEX performance across multiple time periods: 1-month 0.51%, YTD 1.68%, 1-year 5.62%, 3-year 8.09%, 5-year 1.77%, 10-year 5.58%.

DBLEX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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