DHTAX Mutual Fund

NAV$24.84

Returns Overview

1 Month
-0.87%
3 Months
-3.32%
6 Months
+11.55%
YTD
+1.71%
1 Year
+25.89%
3 Years
+21.77%
5 Years
+11.97%
10 Years
+14.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DHTAX 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)
+1.71%
Peer Avg (YTD)
+7.55%
vs Peers
-5.85%

DHTAX Mutual Fund Performance

DHTAX performance across multiple time periods: 1-month -0.87%, YTD 1.71%, 1-year 25.89%, 3-year 21.77%, 5-year 11.97%, 10-year 14.60%.

DHTAX returns trail the peer average of 7.55% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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