DHLRX Mutual Fund

DHLRX Mutual Fund

NAV$35.34
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Returns Overview

1 Month
+5.33%
3 Months
+3.23%
6 Months
+7.65%
YTD
+9.63%
1 Year
+13.36%
3 Years (annualized)
+14.52%
5 Years (annualized)
+5.55%
10 Years (annualized)
+10.35%

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)
+9.63%
Peer Avg (YTD)
+12.44%
vs Peers
-2.81%

DHLRX Mutual Fund Performance

DHLRX performance across multiple time periods: 1-month 5.33%, YTD 9.63%, 1-year 13.36%, 3-year 14.52%, 5-year 5.55%, 10-year 10.35%.

DHLRX returns trail the peer average of 12.44% 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.