DXSLX Mutual Fund

NAV$91.69

Returns Overview

1 Month
-2.23%
3 Months
+25.39%
6 Months
+14.24%
YTD
+13.92%
1 Year
+33.22%
3 Years (annualized)
+29.34%
5 Years (annualized)
+17.68%
10 Years (annualized)
+30.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DXSLX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+3.47%
vs Peers
+10.44%

DXSLX Mutual Fund Performance

DXSLX performance across multiple time periods: 1-month -2.23%, YTD 13.92%, 1-year 33.22%, 3-year 29.34%, 5-year 17.68%, 10-year 30.54%.

DXSLX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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