DLDZX Mutual Fund

DLDZX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+0.25%
3 Months
+0.31%
6 Months
+0.44%
YTD
+1.71%
1 Year
+4.27%
3 Years (annualized)
+6.07%
5 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDZX 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
ICE BofA US Broad Market Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+2.15%
vs Peers
-0.45%

DLDZX Mutual Fund Performance

DLDZX performance across multiple time periods: 1-month 0.25%, YTD 1.71%, 1-year 4.27%, 3-year 6.07%, 5-year 4.67%.

DLDZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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