DSMFX Mutual Fund

DSMFX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-4.70%
3 Months
-10.17%
6 Months
+6.46%
YTD
+8.73%
1 Year
+14.58%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.68%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+6.72%
vs Peers
+2.01%

DSMFX Mutual Fund Performance

DSMFX performance across multiple time periods: 1-month -4.70%, YTD 8.73%, 1-year 14.58%, 3-year 19.12%, 5-year 8.68%.

DSMFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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