DHLTX Mutual Fund

DHLTX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
+8.47%
3 Months
+1.95%
6 Months
+7.50%
YTD
+10.38%
1 Year
+16.43%
3 Years (annualized)
+20.43%
5 Years (annualized)
+9.22%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLTX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+8.01%
vs Peers
+2.37%

DHLTX Mutual Fund Performance

DHLTX performance across multiple time periods: 1-month 8.47%, YTD 10.38%, 1-year 16.43%, 3-year 20.43%, 5-year 9.22%, 10-year 13.40%.

DHLTX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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