DHMAX Mutual Fund

NAV$28.06

Returns Overview

1 Month
+1.70%
3 Months
+5.05%
6 Months
+4.23%
YTD
+7.26%
1 Year
+21.43%
3 Years (annualized)
+13.56%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.79%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+18.52%
vs Peers
-11.26%

DHMAX Mutual Fund Performance

DHMAX performance across multiple time periods: 1-month 1.70%, YTD 7.26%, 1-year 21.43%, 3-year 13.56%, 5-year 7.71%, 10-year 8.79%.

DHMAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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