DXRLX Mutual Fund

DXRLX Mutual Fund

NAV$117.83
See how much of DXRLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.75%
3 Months
+7.30%
6 Months
+18.94%
YTD
+29.60%
1 Year
+56.14%
3 Years (annualized)
+17.74%
5 Years (annualized)
+3.23%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DXRLX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+29.60%
Peer Avg (YTD)
+2.39%
vs Peers
+27.21%

DXRLX Mutual Fund Performance

DXRLX performance across multiple time periods: 1-month -5.75%, YTD 29.60%, 1-year 56.14%, 3-year 17.74%, 5-year 3.23%, 10-year 11.40%.

DXRLX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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