DHTAX Mutual Fund

DHTAX Mutual Fund

NAV$26.98
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Returns Overview

1 Month
+3.86%
3 Months
+5.39%
6 Months
+6.27%
YTD
+8.13%
1 Year
+15.77%
3 Years (annualized)
+13.66%
5 Years (annualized)
+9.93%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHTAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+9.54%
vs Peers
-1.41%

DHTAX Mutual Fund Performance

DHTAX performance across multiple time periods: 1-month 3.86%, YTD 8.13%, 1-year 15.77%, 3-year 13.66%, 5-year 9.93%, 10-year 13.05%.

DHTAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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