DSMZX Mutual Fund

DSMZX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
+4.34%
3 Months
+18.55%
6 Months
+23.07%
YTD
+21.13%
1 Year
+41.60%
3 Years (annualized)
+22.56%
5 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSMZX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.13%
Peer Avg (YTD)
+10.82%
vs Peers
+10.31%

DSMZX Mutual Fund Performance

DSMZX performance across multiple time periods: 1-month 4.34%, YTD 21.13%, 1-year 41.60%, 3-year 22.56%, 5-year 10.60%.

DSMZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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