DHLSX Mutual Fund

DHLSX Mutual Fund

NAV$31.23
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Returns Overview

1 Month
+5.07%
3 Months
-0.26%
6 Months
-1.77%
YTD
-2.14%
1 Year
+5.98%
3 Years (annualized)
+10.70%
5 Years (annualized)
+6.51%
10 Years (annualized)
+7.49%

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
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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 Index(^RUI)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+4.85%
vs Peers
-6.99%

DHLSX Mutual Fund Performance

DHLSX performance across multiple time periods: 1-month 5.07%, YTD -2.14%, 1-year 5.98%, 3-year 10.70%, 5-year 6.51%, 10-year 7.49%.

DHLSX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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