DHMAX Mutual Fund

DHMAX Mutual Fund

NAV$27.16
See how much of DHMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.85%
3 Months
-4.80%
6 Months
+4.39%
YTD
+0.80%
1 Year
+8.78%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.70%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHMAX 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 Index(^R25I)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+10.34%
vs Peers
-9.54%

DHMAX Mutual Fund Performance

DHMAX performance across multiple time periods: 1-month -6.85%, YTD 0.80%, 1-year 8.78%, 3-year 15.00%, 5-year 7.70%, 10-year 8.57%.

DHMAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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