DXRLX Mutual Fund

NAV$124.25
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Returns Overview

1 Month
+6.11%
3 Months
+37.55%
6 Months
+37.50%
YTD
+35.06%
1 Year
+69.86%
3 Years (annualized)
+24.01%
5 Years (annualized)
+3.66%
10 Years (annualized)
+14.28%

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
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📉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

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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+35.06%
Peer Avg (YTD)
+3.47%
vs Peers
+31.59%

DXRLX Mutual Fund Performance

DXRLX performance across multiple time periods: 1-month 6.11%, YTD 35.06%, 1-year 69.86%, 3-year 24.01%, 5-year 3.66%, 10-year 14.28%.

DXRLX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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