DBALX Mutual Fund

DBALX Mutual Fund

NAV$13.46
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Returns Overview

1 Month
-4.75%
3 Months
-3.23%
6 Months
-1.76%
YTD
-0.68%
1 Year
+0.31%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.38%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBALX 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 Value Index(RLV)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+4.97%
vs Peers
-5.65%

DBALX Mutual Fund Performance

DBALX performance across multiple time periods: 1-month -4.75%, YTD -0.68%, 1-year 0.31%, 3-year 9.04%, 5-year 4.38%, 10-year 5.84%.

DBALX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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