DELNX Mutual Fund

DELNX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+0.53%
3 Months
+0.71%
6 Months
+0.79%
YTD
+1.71%
1 Year
+3.54%
3 Years (annualized)
+6.41%
5 Years (annualized)
+3.13%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DELNX 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
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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
Bloomberg US Aggregate 1-3 Year Bond Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+2.96%
vs Peers
-1.25%

DELNX Mutual Fund Performance

DELNX performance across multiple time periods: 1-month 0.53%, YTD 1.71%, 1-year 3.54%, 3-year 6.41%, 5-year 3.13%, 10-year 2.99%.

DELNX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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