DLDYX Mutual Fund

DLDYX Mutual Fund

NAV$60.93
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Returns Overview

1 Month
+3.13%
3 Months
+4.12%
6 Months
+1.10%
YTD
+24.35%
1 Year
+38.87%
3 Years (annualized)
+15.11%
5 Years (annualized)
+15.38%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDYX 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)
+24.35%
Peer Avg (YTD)
+25.52%
vs Peers
-1.17%

DLDYX Mutual Fund Performance

DLDYX performance across multiple time periods: 1-month 3.13%, YTD 24.35%, 1-year 38.87%, 3-year 15.11%, 5-year 15.38%, 10-year 13.42%.

DLDYX returns trail the peer average of 25.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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