DILCX Mutual Fund

DILCX Mutual Fund

NAV$15.11
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Returns Overview

1 Month
-6.55%
3 Months
-1.77%
6 Months
+4.25%
YTD
-4.77%
1 Year
+0.06%
3 Years (annualized)
+18.05%
5 Years (annualized)
+7.19%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DILCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-4.77%
Peer Avg (YTD)
+9.29%
vs Peers
-14.06%

DILCX Mutual Fund Performance

DILCX performance across multiple time periods: 1-month -6.55%, YTD -4.77%, 1-year 0.06%, 3-year 18.05%, 5-year 7.19%, 10-year 5.98%.

DILCX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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