DSMZX Mutual Fund

DSMZX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-4.67%
3 Months
-10.19%
6 Months
+6.47%
YTD
+8.79%
1 Year
+14.69%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSMZX 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 Index(^R25I)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+6.73%
vs Peers
+2.06%

DSMZX Mutual Fund Performance

DSMZX performance across multiple time periods: 1-month -4.67%, YTD 8.79%, 1-year 14.69%, 3-year 17.09%, 5-year 7.62%.

DSMZX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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