DLMOX Mutual Fund

DLMOX Mutual Fund

NAV$7.13
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Returns Overview

1 Month
-0.03%
3 Months
-1.21%
6 Months
-3.13%
YTD
-0.84%
1 Year
-4.47%
3 Years (annualized)
-3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLMOX 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
Credit Suisse Managed Futures Liquid Total Return USD Index
This Mutual Fund (YTD)
-0.84%
Peer Avg (YTD)
+0.01%
vs Peers
-0.84%

DLMOX Mutual Fund Performance

DLMOX performance across multiple time periods: 1-month -0.03%, YTD -0.84%, 1-year -4.47%, 3-year -3.02%.

DLMOX returns trail the peer average of 0.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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