DLDRX Mutual Fund

NAV$60.99

Returns Overview

1 Month
-7.84%
3 Months
-8.13%
6 Months
+14.53%
YTD
+12.31%
1 Year
+33.07%
3 Years (annualized)
+10.67%
5 Years (annualized)
+14.41%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDRX 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 Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+14.02%
vs Peers
-1.71%

DLDRX Mutual Fund Performance

DLDRX performance across multiple time periods: 1-month -7.84%, YTD 12.31%, 1-year 33.07%, 3-year 10.67%, 5-year 14.41%, 10-year 12.49%.

DLDRX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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