DSHGX Mutual Fund

DSHGX Mutual Fund

NAV$28.45
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Returns Overview

1 Month
-0.77%
3 Months
+3.64%
6 Months
+8.83%
YTD
+13.15%
1 Year
+24.53%
3 Years (annualized)
+18.14%
5 Years (annualized)
+11.86%
10 Years (annualized)
+12.56%

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)
+13.15%
Peer Avg (YTD)
+9.42%
vs Peers
+3.73%

DSHGX Mutual Fund Performance

DSHGX performance across multiple time periods: 1-month -0.77%, YTD 13.15%, 1-year 24.53%, 3-year 18.14%, 5-year 11.86%, 10-year 12.56%.

DSHGX returns outperform the peer average of 9.42% 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.