DHSIX Mutual Fund

DHSIX Mutual Fund

NAV$32.80
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Returns Overview

1 Month
-0.31%
3 Months
+12.43%
6 Months
+19.82%
YTD
+26.74%
1 Year
+47.37%
3 Years (annualized)
+16.70%
5 Years (annualized)
+12.22%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHSIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+26.74%
Peer Avg (YTD)
+15.31%
vs Peers
+11.43%

DHSIX Mutual Fund Performance

DHSIX performance across multiple time periods: 1-month -0.31%, YTD 26.74%, 1-year 47.37%, 3-year 16.70%, 5-year 12.22%, 10-year 10.13%.

DHSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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