DLRHX Mutual Fund

NAV$27.01

Returns Overview

1 Month
+6.13%
3 Months
+8.48%
6 Months
+5.21%
YTD
+5.08%
1 Year
+31.32%
3 Years (annualized)
+18.51%
5 Years (annualized)
+12.82%
10 Years (annualized)
+14.07%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+7.57%
vs Peers
-2.49%

DLRHX Mutual Fund Performance

DLRHX performance across multiple time periods: 1-month 6.13%, YTD 5.08%, 1-year 31.32%, 3-year 18.51%, 5-year 12.82%, 10-year 14.07%.

DLRHX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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