DLBMX Mutual Fund

NAV$19.74

Returns Overview

1 Month
+6.75%
3 Months
+20.59%
6 Months
+19.34%
YTD
+18.12%
1 Year
+27.84%
3 Years (annualized)
+17.86%
5 Years (annualized)
+11.24%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLBMX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.12%
Peer Avg (YTD)
+18.52%
vs Peers
-0.40%

DLBMX Mutual Fund Performance

DLBMX performance across multiple time periods: 1-month 6.75%, YTD 18.12%, 1-year 27.84%, 3-year 17.86%, 5-year 11.24%, 10-year 14.42%.

DLBMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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