DHTAX Mutual Fund

DHTAX Mutual Fund

NAV$26.08
See how much of DHTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.75%
3 Months
-2.42%
6 Months
+2.46%
YTD
+1.58%
1 Year
+6.21%
3 Years (annualized)
+16.51%
5 Years (annualized)
+9.39%
10 Years (annualized)
+12.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHTAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+6.72%
vs Peers
-5.14%

DHTAX Mutual Fund Performance

DHTAX performance across multiple time periods: 1-month -7.75%, YTD 1.58%, 1-year 6.21%, 3-year 16.51%, 5-year 9.39%, 10-year 12.85%.

DHTAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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