DLHAX Mutual Fund

DLHAX Mutual Fund

NAV$29.06
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Returns Overview

1 Month
-0.55%
3 Months
+7.35%
6 Months
+4.31%
YTD
+4.63%
1 Year
+32.01%
3 Years (annualized)
+13.67%
5 Years (annualized)
+8.09%
10 Years (annualized)
+10.32%

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)
+4.63%
Peer Avg (YTD)
+6.74%
vs Peers
-2.11%

DLHAX Mutual Fund Performance

DLHAX performance across multiple time periods: 1-month -0.55%, YTD 4.63%, 1-year 32.01%, 3-year 13.67%, 5-year 8.09%, 10-year 10.32%.

DLHAX returns trail the peer average of 6.74% 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.