DMSZX Mutual Fund

DMSZX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+0.40%
3 Months
+1.35%
6 Months
+1.30%
YTD
+1.20%
1 Year
+4.88%
3 Years (annualized)
+6.30%
5 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMSZX 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
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📉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
ICE BofA US Broad Market Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+2.39%
vs Peers
-1.18%

DMSZX Mutual Fund Performance

DMSZX performance across multiple time periods: 1-month 0.40%, YTD 1.20%, 1-year 4.88%, 3-year 6.30%, 5-year 4.81%.

DMSZX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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