DLHCX Mutual Fund

NAV$23.91

Returns Overview

1 Month
+6.10%
3 Months
+8.37%
6 Months
+4.93%
YTD
+4.80%
1 Year
+30.67%
3 Years (annualized)
+20.53%
5 Years (annualized)
+13.93%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+7.57%
vs Peers
-2.78%

DLHCX Mutual Fund Performance

DLHCX performance across multiple time periods: 1-month 6.10%, YTD 4.80%, 1-year 30.67%, 3-year 20.53%, 5-year 13.93%, 10-year 14.47%.

DLHCX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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