DHLAX Mutual Fund

DHLAX Mutual Fund

NAV$34.39
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Returns Overview

1 Month
-4.23%
3 Months
+3.13%
6 Months
+6.53%
YTD
+3.90%
1 Year
+5.23%
3 Years (annualized)
+10.92%
5 Years (annualized)
+5.46%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLAX 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)
+3.90%
Peer Avg (YTD)
+10.00%
vs Peers
-6.09%

DHLAX Mutual Fund Performance

DHLAX performance across multiple time periods: 1-month -4.23%, YTD 3.90%, 1-year 5.23%, 3-year 10.92%, 5-year 5.46%, 10-year 9.80%.

DHLAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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