DIBAX Mutual Fund

NAV$12.44

Returns Overview

1 Month
-1.43%
3 Months
+0.92%
6 Months
-1.63%
YTD
-1.24%
1 Year
-1.18%
3 Years (annualized)
+3.45%
5 Years (annualized)
-2.23%
10 Years (annualized)
-0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIBAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+0.99%
vs Peers
-2.23%

DIBAX Mutual Fund Performance

DIBAX performance across multiple time periods: 1-month -1.43%, YTD -1.24%, 1-year -1.18%, 3-year 3.45%, 5-year -2.23%, 10-year -0.51%.

DIBAX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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