DHLTX Mutual Fund

DHLTX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-7.74%
3 Months
-2.37%
6 Months
+2.57%
YTD
+1.76%
1 Year
+6.51%
3 Years (annualized)
+16.85%
5 Years (annualized)
+9.69%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLTX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+6.72%
vs Peers
-4.97%

DHLTX Mutual Fund Performance

DHLTX performance across multiple time periods: 1-month -7.74%, YTD 1.76%, 1-year 6.51%, 3-year 16.85%, 5-year 9.69%, 10-year 13.18%.

DHLTX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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