DLHAX Mutual Fund

DLHAX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
+6.14%
3 Months
+8.58%
6 Months
+5.33%
YTD
+5.21%
1 Year
+31.65%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.67%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+7.57%
vs Peers
-2.36%

DLHAX Mutual Fund Performance

DLHAX performance across multiple time periods: 1-month 6.14%, YTD 5.21%, 1-year 31.65%, 3-year 14.43%, 5-year 7.67%, 10-year 11.02%.

DLHAX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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