DLDYX Mutual Fund

NAV$60.48

Returns Overview

1 Month
-7.83%
3 Months
-8.09%
6 Months
+14.60%
YTD
+12.36%
1 Year
+33.21%
3 Years (annualized)
+10.72%
5 Years (annualized)
+14.49%
10 Years (annualized)
+12.59%

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
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)
+12.36%
Peer Avg (YTD)
+14.02%
vs Peers
-1.66%

DLDYX Mutual Fund Performance

DLDYX performance across multiple time periods: 1-month -7.83%, YTD 12.36%, 1-year 33.21%, 3-year 10.72%, 5-year 14.49%, 10-year 12.59%.

DLDYX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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