DUSLX Mutual Fund

DUSLX Mutual Fund

NAV$45.36
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Returns Overview

1 Month
-2.85%
3 Months
+4.12%
6 Months
+7.69%
YTD
+8.20%
1 Year
+12.35%
3 Years (annualized)
+16.93%
5 Years (annualized)
+11.81%
10 Years (annualized)
+15.05%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+6.23%
vs Peers
+1.96%

DUSLX Mutual Fund Performance

DUSLX performance across multiple time periods: 1-month -2.85%, YTD 8.20%, 1-year 12.35%, 3-year 16.93%, 5-year 11.81%, 10-year 15.05%.

DUSLX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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