DSMDX Mutual Fund

DSMDX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-5.35%
3 Months
-17.05%
6 Months
+1.15%
YTD
-0.61%
1 Year
+3.82%
3 Years (annualized)
+15.92%
5 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSMDX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+10.34%
vs Peers
-10.96%

DSMDX Mutual Fund Performance

DSMDX performance across multiple time periods: 1-month -5.35%, YTD -0.61%, 1-year 3.82%, 3-year 15.92%, 5-year 4.44%.

DSMDX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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