DLCFX Mutual Fund

DLCFX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-0.51%
3 Months
+1.85%
6 Months
+14.30%
YTD
+7.81%
1 Year
+10.17%
3 Years (annualized)
+22.25%
5 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCFX 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)
+7.81%
Peer Avg (YTD)
+9.91%
vs Peers
-2.09%

DLCFX Mutual Fund Performance

DLCFX performance across multiple time periods: 1-month -0.51%, YTD 7.81%, 1-year 10.17%, 3-year 22.25%, 5-year 11.72%.

DLCFX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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