DTSGX Mutual Fund

DTSGX Mutual Fund

NAV$20.29
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Returns Overview

1 Month
+0.38%
3 Months
-0.98%
6 Months
+12.05%
YTD
+16.46%
1 Year
+21.09%
3 Years (annualized)
+10.82%
5 Years (annualized)
+0.90%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTSGX 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 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+8.51%
vs Peers
+7.95%

DTSGX Mutual Fund Performance

DTSGX performance across multiple time periods: 1-month 0.38%, YTD 16.46%, 1-year 21.09%, 3-year 10.82%, 5-year 0.90%, 10-year 7.17%.

DTSGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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