DLRHX Mutual Fund

DLRHX Mutual Fund

NAV$27.77
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Returns Overview

1 Month
-0.57%
3 Months
+7.30%
6 Months
+4.16%
YTD
+4.49%
1 Year
+31.69%
3 Years (annualized)
+13.40%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.05%

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)
+4.49%
Peer Avg (YTD)
+6.74%
vs Peers
-2.26%

DLRHX Mutual Fund Performance

DLRHX performance across multiple time periods: 1-month -0.57%, YTD 4.49%, 1-year 31.69%, 3-year 13.40%, 5-year 7.83%, 10-year 10.05%.

DLRHX returns trail the peer average of 6.74% 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.