DBMAX Mutual Fund

DBMAX Mutual Fund

NAV$20.51
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Returns Overview

1 Month
-8.83%
3 Months
+1.77%
6 Months
-0.67%
YTD
+6.96%
1 Year
+12.97%
3 Years (annualized)
+9.58%
5 Years (annualized)
-1.10%
10 Years (annualized)
+10.76%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+15.31%
vs Peers
-8.35%

DBMAX Mutual Fund Performance

DBMAX performance across multiple time periods: 1-month -8.83%, YTD 6.96%, 1-year 12.97%, 3-year 9.58%, 5-year -1.10%, 10-year 10.76%.

DBMAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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