DUSLX Mutual Fund

NAV$47.39

Returns Overview

1 Month
+2.30%
3 Months
+16.34%
6 Months
+11.44%
YTD
+11.37%
1 Year
+17.40%
3 Years (annualized)
+18.88%
5 Years (annualized)
+13.07%
10 Years (annualized)
+15.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DUSLX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+8.97%
vs Peers
+2.39%

DUSLX Mutual Fund Performance

DUSLX performance across multiple time periods: 1-month 2.30%, YTD 11.37%, 1-year 17.40%, 3-year 18.88%, 5-year 13.07%, 10-year 15.71%.

DUSLX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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