DLHIX Mutual Fund

DLHIX Mutual Fund

NAV$28.36
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Returns Overview

1 Month
-0.50%
3 Months
+7.41%
6 Months
+4.45%
YTD
+4.77%
1 Year
+32.32%
3 Years (annualized)
+13.97%
5 Years (annualized)
+8.38%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHIX 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)
+4.77%
Peer Avg (YTD)
+6.74%
vs Peers
-1.98%

DLHIX Mutual Fund Performance

DLHIX performance across multiple time periods: 1-month -0.50%, YTD 4.77%, 1-year 32.32%, 3-year 13.97%, 5-year 8.38%, 10-year 10.60%.

DLHIX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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