DSHFX Mutual Fund

NAV$14.11

Returns Overview

1 Month
-0.79%
3 Months
+9.69%
6 Months
+4.79%
YTD
+4.63%
1 Year
+13.40%
3 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSHFX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+3.47%
vs Peers
+1.16%

DSHFX Mutual Fund Performance

DSHFX performance across multiple time periods: 1-month -0.79%, YTD 4.63%, 1-year 13.40%, 3-year 13.40%.

DSHFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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