DLBMX Mutual Fund

DLBMX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
+2.06%
3 Months
-4.49%
6 Months
+1.27%
YTD
+10.23%
1 Year
+15.01%
3 Years (annualized)
+18.39%
5 Years (annualized)
+5.68%
10 Years (annualized)
+10.57%

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)
+10.23%
Peer Avg (YTD)
+12.21%
vs Peers
-1.97%

DLBMX Mutual Fund Performance

DLBMX performance across multiple time periods: 1-month 2.06%, YTD 10.23%, 1-year 15.01%, 3-year 18.39%, 5-year 5.68%, 10-year 10.57%.

DLBMX returns trail the peer average of 12.21% 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.