DSMFX Mutual Fund

NAV$17.02

Returns Overview

1 Month
+4.27%
3 Months
+18.52%
6 Months
+22.99%
YTD
+21.05%
1 Year
+41.31%
3 Years (annualized)
+21.60%
5 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSMFX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.05%
Peer Avg (YTD)
+10.82%
vs Peers
+10.23%

DSMFX Mutual Fund Performance

DSMFX performance across multiple time periods: 1-month 4.27%, YTD 21.05%, 1-year 41.31%, 3-year 21.60%, 5-year 10.03%.

DSMFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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