DSHGX Mutual Fund

DSHGX Mutual Fund

NAV$28.81
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Returns Overview

1 Month
+2.73%
3 Months
+2.40%
6 Months
+8.45%
YTD
+16.24%
1 Year
+24.26%
3 Years (annualized)
+20.18%
5 Years (annualized)
+11.97%
10 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSHGX 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
MSCI All Country World Index (net dividends)
This Mutual Fund (YTD)
+16.24%
Peer Avg (YTD)
+10.17%
vs Peers
+6.07%

DSHGX Mutual Fund Performance

DSHGX performance across multiple time periods: 1-month 2.73%, YTD 16.24%, 1-year 24.26%, 3-year 20.18%, 5-year 11.97%, 10-year 12.75%.

DSHGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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