DISSX Mutual Fund

NAV$27.78

Returns Overview

1 Month
+7.28%
3 Months
+19.59%
6 Months
+23.69%
YTD
+22.48%
1 Year
+36.94%
3 Years (annualized)
+11.75%
5 Years (annualized)
+4.47%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DISSX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.48%
Peer Avg (YTD)
+18.52%
vs Peers
+3.95%

DISSX Mutual Fund Performance

DISSX performance across multiple time periods: 1-month 7.28%, YTD 22.48%, 1-year 36.94%, 3-year 11.75%, 5-year 4.47%, 10-year 9.27%.

DISSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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