DLDRX Mutual Fund

DLDRX Mutual Fund

NAV$64.30
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Returns Overview

1 Month
+6.27%
3 Months
-2.92%
6 Months
+7.71%
YTD
+21.71%
1 Year
+41.38%
3 Years (annualized)
+10.11%
5 Years (annualized)
+17.94%
10 Years (annualized)
+13.03%

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
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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
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+21.71%
Peer Avg (YTD)
+19.98%
vs Peers
+1.73%

DLDRX Mutual Fund Performance

DLDRX performance across multiple time periods: 1-month 6.27%, YTD 21.71%, 1-year 41.38%, 3-year 10.11%, 5-year 17.94%, 10-year 13.03%.

DLDRX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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