DMSFX Mutual Fund

DMSFX Mutual Fund

NAV$10.18
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Returns Overview

1 Month
-0.49%
3 Months
-0.22%
6 Months
+1.05%
YTD
+0.79%
1 Year
+2.26%
3 Years (annualized)
+5.40%
5 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMSFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Broad Market Index
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+3.99%
vs Peers
-3.19%

DMSFX Mutual Fund Performance

DMSFX performance across multiple time periods: 1-month -0.49%, YTD 0.79%, 1-year 2.26%, 3-year 5.40%, 5-year 4.28%.

DMSFX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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