DTMGX Mutual Fund

DTMGX Mutual Fund

NAV$31.21
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Returns Overview

1 Month
-0.24%
3 Months
+11.42%
6 Months
+12.99%
YTD
+2.54%
1 Year
+23.32%
3 Years (annualized)
+12.47%
5 Years (annualized)
+16.40%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTMGX 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)
+2.54%
Peer Avg (YTD)
+1.65%
vs Peers
+0.89%

DTMGX Mutual Fund Performance

DTMGX performance across multiple time periods: 1-month -0.24%, YTD 2.54%, 1-year 23.32%, 3-year 12.47%, 5-year 16.40%, 10-year 12.11%.

DTMGX returns outperform the peer average of 1.65% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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