DALCX Mutual Fund

DALCX Mutual Fund

NAV$29.83
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Returns Overview

1 Month
-5.26%
3 Months
-3.47%
6 Months
+4.40%
YTD
+9.17%
1 Year
+11.66%
3 Years (annualized)
+15.84%
5 Years (annualized)
+11.03%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DALCX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+6.72%
vs Peers
+2.45%

DALCX Mutual Fund Performance

DALCX performance across multiple time periods: 1-month -5.26%, YTD 9.17%, 1-year 11.66%, 3-year 15.84%, 5-year 11.03%, 10-year 10.56%.

DALCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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