DLHAX Mutual Fund

DLHAX Mutual Fund

NAV$26.93
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Returns Overview

1 Month
+4.50%
3 Months
+10.32%
6 Months
+6.41%
YTD
+9.35%
1 Year
+28.46%
3 Years (annualized)
+15.08%
5 Years (annualized)
+8.44%
10 Years (annualized)
+11.23%

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
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📉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)
+9.35%
Peer Avg (YTD)
+9.65%
vs Peers
-0.30%

DLHAX Mutual Fund Performance

DLHAX performance across multiple time periods: 1-month 4.50%, YTD 9.35%, 1-year 28.46%, 3-year 15.08%, 5-year 8.44%, 10-year 11.23%.

DLHAX returns trail the peer average of 9.65% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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