DTLGX Mutual Fund

DTLGX Mutual Fund

NAV$41.12
See how much of DTLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.16%
3 Months
-1.47%
6 Months
+0.05%
YTD
+2.03%
1 Year
-0.59%
3 Years (annualized)
+25.16%
5 Years (annualized)
+10.42%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTLGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+5.23%
vs Peers
-3.20%

DTLGX Mutual Fund Performance

DTLGX performance across multiple time periods: 1-month -6.16%, YTD 2.03%, 1-year -0.59%, 3-year 25.16%, 5-year 10.42%, 10-year 14.73%.

DTLGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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