DSMFX vs. BRMKX
Compare and contrast key facts about Destinations Small-Mid Cap Equity Fund (DSMFX) and iShares Russell Mid-Cap Index Fund (BRMKX).
DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017. BRMKX is managed by BlackRock. It was launched on May 13, 2015.
Performance
DSMFX vs. BRMKX - Performance Comparison
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DSMFX vs. BRMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 3.77% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 12.04% |
Returns By Period
In the year-to-date period, DSMFX achieves a 3.77% return, which is significantly higher than BRMKX's 1.36% return.
DSMFX
- 1D
- 3.48%
- 1M
- -6.60%
- YTD
- 3.77%
- 6M
- 6.88%
- 1Y
- 30.89%
- 3Y*
- 14.62%
- 5Y*
- 5.88%
- 10Y*
- —
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
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DSMFX vs. BRMKX - Expense Ratio Comparison
DSMFX has a 1.10% expense ratio, which is higher than BRMKX's 0.06% expense ratio.
Return for Risk
DSMFX vs. BRMKX — Risk / Return Rank
DSMFX
BRMKX
DSMFX vs. BRMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destinations Small-Mid Cap Equity Fund (DSMFX) and iShares Russell Mid-Cap Index Fund (BRMKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DSMFX | BRMKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.84 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.29 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.24 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.48 | 5.74 | +1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSMFX | BRMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.84 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.38 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.57 | -0.06 |
Correlation
The correlation between DSMFX and BRMKX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DSMFX vs. BRMKX - Dividend Comparison
DSMFX's dividend yield for the trailing twelve months is around 6.88%, more than BRMKX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 6.88% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% |
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% |
Drawdowns
DSMFX vs. BRMKX - Drawdown Comparison
The maximum DSMFX drawdown since its inception was -42.52%, which is greater than BRMKX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for DSMFX and BRMKX.
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Drawdown Indicators
| DSMFX | BRMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -40.20% | -2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -13.37% | -0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -26.04% | -4.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.20% | — |
Current DrawdownCurrent decline from peak | -6.60% | -5.71% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -5.73% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.88% | +0.79% |
Volatility
DSMFX vs. BRMKX - Volatility Comparison
Destinations Small-Mid Cap Equity Fund (DSMFX) has a higher volatility of 7.47% compared to iShares Russell Mid-Cap Index Fund (BRMKX) at 5.60%. This indicates that DSMFX's price experiences larger fluctuations and is considered to be riskier than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSMFX | BRMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 5.60% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 10.52% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 19.08% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 18.25% | +2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 19.30% | +2.62% |