DLCEX Mutual Fund

DLCEX Mutual Fund

NAV$23.79
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Returns Overview

3 Years (annualized)
+8.96%
5 Years (annualized)
+4.87%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCEX 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
S&P 500 Index(SPX)

DLCEX Mutual Fund Performance

DLCEX performance across multiple time periods: 3-year 8.96%, 5-year 4.87%, 10-year 10.44%.

DLCEX returns can be compared against peers and benchmarks. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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