DOXLX Mutual Fund

DOXLX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
-0.71%
3 Months
-0.15%
6 Months
-0.50%
YTD
+0.65%
1 Year
+4.83%
3 Years (annualized)
+5.95%
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
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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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+0.25%
vs Peers
+0.40%

DOXLX Mutual Fund Performance

DOXLX performance across multiple time periods: 1-month -0.71%, YTD 0.65%, 1-year 4.83%, 3-year 5.95%, 5-year 2.87%, 10-year 4.57%.

DOXLX returns outperform the peer average of 0.25% 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.