DLCZX Mutual Fund

DLCZX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-0.49%
3 Months
+1.92%
6 Months
+14.47%
YTD
+7.98%
1 Year
+10.38%
3 Years (annualized)
+26.81%
5 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCZX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+9.91%
vs Peers
-1.93%

DLCZX Mutual Fund Performance

DLCZX performance across multiple time periods: 1-month -0.49%, YTD 7.98%, 1-year 10.38%, 3-year 26.81%, 5-year 14.27%.

DLCZX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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