DLHCX Mutual Fund

DLHCX Mutual Fund

NAV$23.47
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Returns Overview

1 Month
+4.43%
3 Months
+10.16%
6 Months
+6.00%
YTD
+8.80%
1 Year
+27.54%
3 Years (annualized)
+14.22%
5 Years (annualized)
+7.64%
10 Years (annualized)
+10.40%

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
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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)
+8.80%
Peer Avg (YTD)
+9.65%
vs Peers
-0.85%

DLHCX Mutual Fund Performance

DLHCX performance across multiple time periods: 1-month 4.43%, YTD 8.80%, 1-year 27.54%, 3-year 14.22%, 5-year 7.64%, 10-year 10.40%.

DLHCX returns trail the peer average of 9.65% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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