DLQIX Mutual Fund

NAV$15.77

Returns Overview

1 Month
-1.50%
3 Months
+11.47%
6 Months
+5.79%
YTD
+5.36%
1 Year
+16.03%
3 Years (annualized)
+20.97%
5 Years (annualized)
+10.85%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLQIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+9.51%
vs Peers
-4.15%

DLQIX Mutual Fund Performance

DLQIX performance across multiple time periods: 1-month -1.50%, YTD 5.36%, 1-year 16.03%, 3-year 20.97%, 5-year 10.85%, 10-year 15.43%.

DLQIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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