DNLYX Mutual Fund

NAV$63.49

Returns Overview

1 Month
+4.08%
3 Months
+14.56%
6 Months
+15.44%
YTD
+14.29%
1 Year
+22.50%
3 Years (annualized)
+16.24%
5 Years (annualized)
+8.57%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLYX 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)
+14.29%
Peer Avg (YTD)
+10.82%
vs Peers
+3.48%

DNLYX Mutual Fund Performance

DNLYX performance across multiple time periods: 1-month 4.08%, YTD 14.29%, 1-year 22.50%, 3-year 16.24%, 5-year 8.57%, 10-year 9.52%.

DNLYX 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.

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