DLHYX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
+0.46%
3 Months
+2.67%
6 Months
+2.59%
YTD
+2.59%
1 Year
+6.45%
3 Years (annualized)
+8.91%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHYX 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
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📉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

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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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+3.23%
vs Peers
-0.64%

DLHYX Mutual Fund Performance

DLHYX performance across multiple time periods: 1-month 0.46%, YTD 2.59%, 1-year 6.45%, 3-year 8.91%, 5-year 4.11%, 10-year 5.51%.

DLHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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