DHTYX Mutual Fund

NAV$26.32

Returns Overview

1 Month
+2.38%
3 Months
+5.08%
6 Months
+4.46%
YTD
+4.21%
1 Year
+21.47%
3 Years (annualized)
+18.93%
5 Years (annualized)
+12.36%
10 Years (annualized)
+15.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHTYX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+10.82%
vs Peers
-6.61%

DHTYX Mutual Fund Performance

DHTYX performance across multiple time periods: 1-month 2.38%, YTD 4.21%, 1-year 21.47%, 3-year 18.93%, 5-year 12.36%, 10-year 15.40%.

DHTYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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