DHAMX Mutual Fund

NAV$16.34

Returns Overview

1 Month
+0.43%
3 Months
+14.20%
6 Months
+22.74%
YTD
+20.31%
1 Year
+42.00%
3 Years (annualized)
+19.03%
5 Years (annualized)
+14.78%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHAMX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+20.31%
Peer Avg (YTD)
+9.51%
vs Peers
+10.80%

DHAMX Mutual Fund Performance

DHAMX performance across multiple time periods: 1-month 0.43%, YTD 20.31%, 1-year 42.00%, 3-year 19.03%, 5-year 14.78%, 10-year 15.74%.

DHAMX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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