DNLAX Mutual Fund

NAV$57.95

Returns Overview

1 Month
-7.87%
3 Months
-8.18%
6 Months
+14.41%
YTD
+12.17%
1 Year
+32.74%
3 Years (annualized)
+10.59%
5 Years (annualized)
+14.25%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLAX 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 Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+14.02%
vs Peers
-1.85%

DNLAX Mutual Fund Performance

DNLAX performance across multiple time periods: 1-month -7.87%, YTD 12.17%, 1-year 32.74%, 3-year 10.59%, 5-year 14.25%, 10-year 12.26%.

DNLAX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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