DHLRX Mutual Fund

DHLRX Mutual Fund

NAV$34.92
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Returns Overview

1 Month
+5.28%
3 Months
+4.28%
6 Months
+4.32%
YTD
+6.20%
1 Year
+9.09%
3 Years (annualized)
+9.56%
5 Years (annualized)
+5.80%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+11.41%
vs Peers
-5.21%

DHLRX Mutual Fund Performance

DHLRX performance across multiple time periods: 1-month 5.28%, YTD 6.20%, 1-year 9.09%, 3-year 9.56%, 5-year 5.80%, 10-year 10.10%.

DHLRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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