DHLAX Mutual Fund

NAV$34.71
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Returns Overview

1 Month
+0.50%
3 Months
+3.30%
6 Months
+0.72%
YTD
+0.75%
1 Year
+7.60%
3 Years (annualized)
+13.08%
5 Years (annualized)
+7.43%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+9.49%
vs Peers
-8.74%

DHLAX Mutual Fund Performance

DHLAX performance across multiple time periods: 1-month 0.50%, YTD 0.75%, 1-year 7.60%, 3-year 13.08%, 5-year 7.43%, 10-year 11.05%.

DHLAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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