DLHRX Mutual Fund

DLHRX Mutual Fund

NAV$5.19
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Returns Overview

1 Month
+1.10%
3 Months
+0.72%
6 Months
+1.99%
YTD
+2.51%
1 Year
+4.24%
3 Years (annualized)
+8.15%
5 Years (annualized)
+3.79%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHRX 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
ICE BofA Merrill Lynch US High Yield Master II Constrained Index(^ICEBOFAMLUSHYMCI)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+2.15%
vs Peers
+0.36%

DLHRX Mutual Fund Performance

DLHRX performance across multiple time periods: 1-month 1.10%, YTD 2.51%, 1-year 4.24%, 3-year 8.15%, 5-year 3.79%, 10-year 4.77%.

DLHRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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