DSMLX Mutual Fund

DSMLX Mutual Fund

NAV$24.12
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Returns Overview

6 Months
-84.22%
YTD
-84.55%
1 Year
-84.06%
3 Years (annualized)
-35.32%
5 Years (annualized)
-21.29%
10 Years (annualized)
+0.63%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-84.55%
Peer Avg (YTD)
+6.23%
vs Peers
-90.78%

DSMLX Mutual Fund Performance

DSMLX performance across multiple time periods: YTD -84.55%, 1-year -84.06%, 3-year -35.32%, 5-year -21.29%, 10-year 0.63%.

DSMLX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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