DNLRX Mutual Fund

NAV$66.20

Returns Overview

1 Month
+4.09%
3 Months
+14.56%
6 Months
+15.44%
YTD
+14.30%
1 Year
+22.49%
3 Years (annualized)
+16.27%
5 Years (annualized)
+8.59%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLRX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+10.82%
vs Peers
+3.49%

DNLRX Mutual Fund Performance

DNLRX performance across multiple time periods: 1-month 4.09%, YTD 14.30%, 1-year 22.49%, 3-year 16.27%, 5-year 8.59%, 10-year 9.50%.

DNLRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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