DHLSX Mutual Fund

NAV$31.77

Returns Overview

1 Month
-3.05%
3 Months
-2.28%
6 Months
-7.04%
YTD
-6.87%
1 Year
+0.22%
3 Years (annualized)
+11.73%
5 Years (annualized)
+8.92%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Index(^RUI)
This Mutual Fund (YTD)
-6.87%
Peer Avg (YTD)
+3.78%
vs Peers
-10.64%

DHLSX Mutual Fund Performance

DHLSX performance across multiple time periods: 1-month -3.05%, YTD -6.87%, 1-year 0.22%, 3-year 11.73%, 5-year 8.92%, 10-year 8.92%.

DHLSX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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