DSMLX Mutual Fund

NAV$24.12

Returns Overview

6 Months
-84.54%
YTD
-84.55%
1 Year
-83.46%
3 Years (annualized)
-34.53%
5 Years (annualized)
-21.06%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSMLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-84.55%
Peer Avg (YTD)
+8.97%
vs Peers
-93.52%

DSMLX Mutual Fund Performance

DSMLX performance across multiple time periods: YTD -84.55%, 1-year -83.46%, 3-year -34.53%, 5-year -21.06%, 10-year 1.20%.

DSMLX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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