DLCZX Mutual Fund

DLCZX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+2.43%
3 Months
+1.32%
6 Months
+9.29%
YTD
+8.51%
1 Year
+13.71%
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
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📉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)
+8.51%
Peer Avg (YTD)
+11.21%
vs Peers
-2.70%

DLCZX Mutual Fund Performance

DLCZX performance across multiple time periods: 1-month 2.43%, YTD 8.51%, 1-year 13.71%, 3-year 26.81%, 5-year 14.27%.

DLCZX returns trail the peer average of 11.21% 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.