DBMAX Mutual Fund

NAV$21.20

Returns Overview

1 Month
+9.79%
3 Months
+23.09%
6 Months
+17.32%
YTD
+14.83%
1 Year
+23.39%
3 Years (annualized)
+14.48%
5 Years (annualized)
+2.43%
10 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBMAX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+14.83%
Peer Avg (YTD)
+18.52%
vs Peers
-3.69%

DBMAX Mutual Fund Performance

DBMAX performance across multiple time periods: 1-month 9.79%, YTD 14.83%, 1-year 23.39%, 3-year 14.48%, 5-year 2.43%, 10-year 16.79%.

DBMAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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