DLRHX Mutual Fund

DLRHX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
+7.41%
3 Months
+8.43%
6 Months
+16.35%
YTD
+13.30%
1 Year
+21.48%
3 Years (annualized)
+19.08%
5 Years (annualized)
+9.39%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLRHX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+12.41%
vs Peers
+0.89%

DLRHX Mutual Fund Performance

DLRHX performance across multiple time periods: 1-month 7.41%, YTD 13.30%, 1-year 21.48%, 3-year 19.08%, 5-year 9.39%, 10-year 12.01%.

DLRHX returns outperform the peer average of 12.41% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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