DNLCX Mutual Fund

NAV$54.29

Returns Overview

1 Month
+4.00%
3 Months
+14.29%
6 Months
+14.86%
YTD
+13.76%
1 Year
+21.27%
3 Years (annualized)
+15.93%
5 Years (annualized)
+12.78%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+10.82%
vs Peers
+2.94%

DNLCX Mutual Fund Performance

DNLCX performance across multiple time periods: 1-month 4.00%, YTD 13.76%, 1-year 21.27%, 3-year 15.93%, 5-year 12.78%, 10-year 14.08%.

DNLCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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