DSHGX Mutual Fund

NAV$29.09

Returns Overview

1 Month
+0.46%
3 Months
+13.26%
6 Months
+14.03%
YTD
+12.99%
1 Year
+29.69%
3 Years (annualized)
+20.47%
5 Years (annualized)
+12.33%
10 Years (annualized)
+13.44%

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
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
MSCI All Country World Index (net dividends)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+9.13%
vs Peers
+3.86%

DSHGX Mutual Fund Performance

DSHGX performance across multiple time periods: 1-month 0.46%, YTD 12.99%, 1-year 29.69%, 3-year 20.47%, 5-year 12.33%, 10-year 13.44%.

DSHGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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