DMSFX Mutual Fund

DMSFX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-0.41%
3 Months
+0.66%
6 Months
+2.55%
YTD
+1.29%
1 Year
+2.11%
3 Years (annualized)
+6.17%
5 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMSFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Broad Market Index
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+5.40%
vs Peers
-4.11%

DMSFX Mutual Fund Performance

DMSFX performance across multiple time periods: 1-month -0.41%, YTD 1.29%, 1-year 2.11%, 3-year 6.17%, 5-year 4.71%.

DMSFX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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