DISCX Mutual Fund

NAV$21.68

Returns Overview

1 Month
-1.54%
3 Months
+2.70%
6 Months
-1.14%
YTD
+2.22%
1 Year
+3.94%
3 Years (annualized)
+4.38%
5 Years (annualized)
+1.47%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+8.97%
vs Peers
-6.76%

DISCX Mutual Fund Performance

DISCX performance across multiple time periods: 1-month -1.54%, YTD 2.22%, 1-year 3.94%, 3-year 4.38%, 5-year 1.47%, 10-year 7.18%.

DISCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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