DHLYX Mutual Fund

DHLYX Mutual Fund

NAV$35.39
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Returns Overview

1 Month
+5.35%
3 Months
+3.28%
6 Months
+7.73%
YTD
+9.75%
1 Year
+13.52%
3 Years (annualized)
+14.66%
5 Years (annualized)
+5.65%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLYX 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
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📉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)
+9.75%
Peer Avg (YTD)
+12.44%
vs Peers
-2.69%

DHLYX Mutual Fund Performance

DHLYX performance across multiple time periods: 1-month 5.35%, YTD 9.75%, 1-year 13.52%, 3-year 14.66%, 5-year 5.65%, 10-year 10.47%.

DHLYX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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