DLHIX Mutual Fund

NAV$27.97

Returns Overview

1 Month
+6.14%
3 Months
+8.63%
6 Months
+5.46%
YTD
+5.30%
1 Year
+31.97%
3 Years (annualized)
+14.71%
5 Years (annualized)
+7.94%
10 Years (annualized)
+11.29%

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
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)
+5.30%
Peer Avg (YTD)
+7.57%
vs Peers
-2.28%

DLHIX Mutual Fund Performance

DLHIX performance across multiple time periods: 1-month 6.14%, YTD 5.30%, 1-year 31.97%, 3-year 14.71%, 5-year 7.94%, 10-year 11.29%.

DLHIX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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