DBMAX Mutual Fund

DBMAX Mutual Fund

NAV$19.63
See how much of DBMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.58%
3 Months
-11.95%
6 Months
+8.38%
YTD
+1.11%
1 Year
+3.90%
3 Years (annualized)
+10.71%
5 Years (annualized)
-1.61%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+10.34%
vs Peers
-9.23%

DBMAX Mutual Fund Performance

DBMAX performance across multiple time periods: 1-month -2.58%, YTD 1.11%, 1-year 3.90%, 3-year 10.71%, 5-year -1.61%, 10-year 11.50%.

DBMAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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