DNLCX Mutual Fund

DNLCX Mutual Fund

NAV$55.16
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Returns Overview

1 Month
-0.82%
3 Months
+5.69%
6 Months
+10.98%
YTD
+13.92%
1 Year
+17.76%
3 Years (annualized)
+14.15%
5 Years (annualized)
+8.60%
10 Years (annualized)
+8.64%

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
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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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+9.54%
vs Peers
+4.38%

DNLCX Mutual Fund Performance

DNLCX performance across multiple time periods: 1-month -0.82%, YTD 13.92%, 1-year 17.76%, 3-year 14.15%, 5-year 8.60%, 10-year 8.64%.

DNLCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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