DSMFX Mutual Fund

DSMFX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
+0.57%
3 Months
-4.04%
6 Months
-3.11%
YTD
+9.35%
1 Year
+11.47%
3 Years (annualized)
+21.94%
5 Years (annualized)
+6.98%

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)
+9.35%
Peer Avg (YTD)
+8.01%
vs Peers
+1.35%

DSMFX Mutual Fund Performance

DSMFX performance across multiple time periods: 1-month 0.57%, YTD 9.35%, 1-year 11.47%, 3-year 21.94%, 5-year 6.98%.

DSMFX returns outperform the peer average of 8.01% 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.