DULTX Mutual Fund

DULTX Mutual Fund

NAV$9.93
See how much of DULTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
+0.86%
6 Months
+1.74%
YTD
+2.38%
1 Year
+3.82%
3 Years (annualized)
+4.73%
5 Years (annualized)
+3.57%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DULTX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.15%
vs Peers
+0.22%

DULTX Mutual Fund Performance

DULTX performance across multiple time periods: 1-month 0.22%, YTD 2.38%, 1-year 3.82%, 3-year 4.73%, 5-year 3.57%, 10-year 2.47%.

DULTX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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