DIBRX Mutual Fund

NAV$12.74

Returns Overview

1 Month
+0.47%
3 Months
-0.86%
6 Months
-2.45%
YTD
-1.62%
1 Year
-1.09%
3 Years (annualized)
+3.59%
5 Years (annualized)
-2.04%
10 Years (annualized)
-0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIBRX 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
Bloomberg Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-1.62%
Peer Avg (YTD)
+0.99%
vs Peers
-2.61%

DIBRX Mutual Fund Performance

DIBRX performance across multiple time periods: 1-month 0.47%, YTD -1.62%, 1-year -1.09%, 3-year 3.59%, 5-year -2.04%, 10-year -0.21%.

DIBRX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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