DSHZX Mutual Fund

DSHZX Mutual Fund

NAV$13.91
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Returns Overview

1 Month
-0.15%
3 Months
+2.42%
6 Months
+4.08%
YTD
+4.56%
1 Year
+11.94%
3 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSHZX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.56%
Peer Avg (YTD)
+2.39%
vs Peers
+2.18%

DSHZX Mutual Fund Performance

DSHZX performance across multiple time periods: 1-month -0.15%, YTD 4.56%, 1-year 11.94%, 3-year 12.71%.

DSHZX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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