DSMZX Mutual Fund

DSMZX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
+0.09%
3 Months
-1.70%
6 Months
+5.47%
YTD
+15.95%
1 Year
+24.55%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.62%

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
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📉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 2500 Index(^R25I)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+9.89%
vs Peers
+6.06%

DSMZX Mutual Fund Performance

DSMZX performance across multiple time periods: 1-month 0.09%, YTD 15.95%, 1-year 24.55%, 3-year 17.09%, 5-year 7.62%.

DSMZX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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