DALCX Mutual Fund

NAV$31.33

Returns Overview

1 Month
+2.09%
3 Months
+8.16%
6 Months
+14.21%
YTD
+13.10%
1 Year
+19.25%
3 Years (annualized)
+13.53%
5 Years (annualized)
+10.39%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DALCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+10.82%
vs Peers
+2.28%

DALCX Mutual Fund Performance

DALCX performance across multiple time periods: 1-month 2.09%, YTD 13.10%, 1-year 19.25%, 3-year 13.53%, 5-year 10.39%, 10-year 10.22%.

DALCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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