DBOAX Mutual Fund

NAV$25.63

Returns Overview

1 Month
-0.19%
3 Months
+2.32%
6 Months
+2.77%
YTD
+4.40%
1 Year
+14.07%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBOAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+5.87%
vs Peers
-1.47%

DBOAX Mutual Fund Performance

DBOAX performance across multiple time periods: 1-month -0.19%, YTD 4.40%, 1-year 14.07%, 3-year 12.18%, 5-year 6.50%, 10-year 8.32%.

DBOAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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