DHMAX Mutual Fund

DHMAX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
+8.27%
3 Months
+1.67%
6 Months
+6.93%
YTD
+9.14%
1 Year
+13.42%
3 Years (annualized)
+15.79%
5 Years (annualized)
+4.80%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHMAX 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
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📉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 Index(^R25I)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+12.21%
vs Peers
-3.07%

DHMAX Mutual Fund Performance

DHMAX performance across multiple time periods: 1-month 8.27%, YTD 9.14%, 1-year 13.42%, 3-year 15.79%, 5-year 4.80%, 10-year 7.83%.

DHMAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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