DOXLX Mutual Fund

DOXLX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
+0.36%
3 Months
-0.23%
6 Months
-1.70%
YTD
+1.01%
1 Year
+3.34%
3 Years (annualized)
+6.48%
5 Years (annualized)
+2.87%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOXLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+0.20%
vs Peers
+0.80%

DOXLX Mutual Fund Performance

DOXLX performance across multiple time periods: 1-month 0.36%, YTD 1.01%, 1-year 3.34%, 3-year 6.48%, 5-year 2.87%, 10-year 4.57%.

DOXLX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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