DLFRX Mutual Fund

DLFRX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.01%
3 Months
+0.92%
6 Months
+2.52%
YTD
-0.10%
1 Year
+5.99%
3 Years (annualized)
+7.33%
5 Years (annualized)
+5.01%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLFRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.23%
vs Peers
-0.34%

DLFRX Mutual Fund Performance

DLFRX performance across multiple time periods: 1-month 0.01%, YTD -0.10%, 1-year 5.99%, 3-year 7.33%, 5-year 5.01%, 10-year 4.26%.

DLFRX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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