DBALX Mutual Fund

DBALX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
+1.24%
3 Months
+1.02%
6 Months
+2.49%
YTD
+4.53%
1 Year
+8.51%
3 Years (annualized)
+8.23%
5 Years (annualized)
+4.53%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBALX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+5.54%
vs Peers
-1.01%

DBALX Mutual Fund Performance

DBALX performance across multiple time periods: 1-month 1.24%, YTD 4.53%, 1-year 8.51%, 3-year 8.23%, 5-year 4.53%, 10-year 5.74%.

DBALX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

DBALX vs another fund shows side-by-side returns. DBALX alternatives are available in the Mutual Fund Screener.