DLQAX Mutual Fund

DLQAX Mutual Fund

NAV$12.83
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Returns Overview

1 Month
+2.02%
3 Months
+2.19%
6 Months
+9.79%
YTD
+9.15%
1 Year
+14.64%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.24%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLQAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+11.21%
vs Peers
-2.07%

DLQAX Mutual Fund Performance

DLQAX performance across multiple time periods: 1-month 2.02%, YTD 9.15%, 1-year 14.64%, 3-year 17.94%, 5-year 8.24%, 10-year 13.40%.

DLQAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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