DLHCX Mutual Fund

DLHCX Mutual Fund

NAV$25.38
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Returns Overview

1 Month
-0.59%
3 Months
+7.20%
6 Months
+3.95%
YTD
+4.18%
1 Year
+31.06%
3 Years (annualized)
+12.85%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.50%

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)
+4.18%
Peer Avg (YTD)
+6.74%
vs Peers
-2.56%

DLHCX Mutual Fund Performance

DLHCX performance across multiple time periods: 1-month -0.59%, YTD 4.18%, 1-year 31.06%, 3-year 12.85%, 5-year 7.29%, 10-year 9.50%.

DLHCX returns trail the peer average of 6.74% 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.