DHSIX Mutual Fund

DHSIX Mutual Fund

NAV$30.76
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Returns Overview

1 Month
-0.60%
3 Months
-7.22%
6 Months
+4.32%
YTD
+17.59%
1 Year
+26.41%
3 Years (annualized)
+22.86%
5 Years (annualized)
+10.03%
10 Years (annualized)
+10.12%

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)
+17.59%
Peer Avg (YTD)
+12.21%
vs Peers
+5.38%

DHSIX Mutual Fund Performance

DHSIX performance across multiple time periods: 1-month -0.60%, YTD 17.59%, 1-year 26.41%, 3-year 22.86%, 5-year 10.03%, 10-year 10.12%.

DHSIX returns outperform the peer average of 12.21% 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.