DLCIX Mutual Fund

NAV$23.87

Returns Overview

1 Month
-2.66%
3 Months
+11.14%
6 Months
+5.71%
YTD
+5.47%
1 Year
+18.48%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.33%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+9.51%
vs Peers
-4.04%

DLCIX Mutual Fund Performance

DLCIX performance across multiple time periods: 1-month -2.66%, YTD 5.47%, 1-year 18.48%, 3-year 14.74%, 5-year 8.33%, 10-year 12.43%.

DLCIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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