DLCFX Mutual Fund

DLCFX Mutual Fund

NAV$18.05
See how much of DLCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
+1.31%
6 Months
+9.23%
YTD
+8.36%
1 Year
+13.50%
3 Years (annualized)
+22.25%
5 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+11.21%
vs Peers
-2.85%

DLCFX Mutual Fund Performance

DLCFX performance across multiple time periods: 1-month 2.42%, YTD 8.36%, 1-year 13.50%, 3-year 22.25%, 5-year 11.72%.

DLCFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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