DLBMX Mutual Fund

DLBMX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
+0.10%
3 Months
+4.41%
6 Months
+8.66%
YTD
+16.73%
1 Year
+18.24%
3 Years (annualized)
+14.68%
5 Years (annualized)
+7.53%
10 Years (annualized)
+10.76%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+15.20%
vs Peers
+1.53%

DLBMX Mutual Fund Performance

DLBMX performance across multiple time periods: 1-month 0.10%, YTD 16.73%, 1-year 18.24%, 3-year 14.68%, 5-year 7.53%, 10-year 10.76%.

DLBMX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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