DHTAX Mutual Fund

NAV$26.93

Returns Overview

1 Month
+2.36%
3 Months
+5.00%
6 Months
+4.36%
YTD
+4.10%
1 Year
+21.85%
3 Years (annualized)
+18.64%
5 Years (annualized)
+12.87%
10 Years (annualized)
+15.44%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+10.82%
vs Peers
-6.71%

DHTAX Mutual Fund Performance

DHTAX performance across multiple time periods: 1-month 2.36%, YTD 4.10%, 1-year 21.85%, 3-year 18.64%, 5-year 12.87%, 10-year 15.44%.

DHTAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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