DHLSX Mutual Fund

DHLSX Mutual Fund

NAV$31.41
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Returns Overview

1 Month
-3.30%
3 Months
+4.97%
6 Months
+2.58%
YTD
-2.24%
1 Year
+2.64%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.98%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLSX 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 Index(^RUI)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
+5.11%
vs Peers
-7.35%

DHLSX Mutual Fund Performance

DHLSX performance across multiple time periods: 1-month -3.30%, YTD -2.24%, 1-year 2.64%, 3-year 12.17%, 5-year 6.98%, 10-year 7.67%.

DHLSX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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