DLDRX Mutual Fund

DLDRX Mutual Fund

NAV$60.63
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Returns Overview

1 Month
+9.10%
3 Months
+6.84%
6 Months
+6.74%
YTD
+32.78%
1 Year
+47.17%
3 Years (annualized)
+14.22%
5 Years (annualized)
+19.97%
10 Years (annualized)
+14.23%

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)
+32.78%
Peer Avg (YTD)
+25.30%
vs Peers
+7.48%

DLDRX Mutual Fund Performance

DLDRX performance across multiple time periods: 1-month 9.10%, YTD 32.78%, 1-year 47.17%, 3-year 14.22%, 5-year 19.97%, 10-year 14.23%.

DLDRX returns outperform the peer average of 25.30% 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.