DLDYX Mutual Fund

DLDYX Mutual Fund

NAV$62.59
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Returns Overview

1 Month
-7.45%
3 Months
+7.31%
6 Months
-1.37%
YTD
+20.58%
1 Year
+31.91%
3 Years (annualized)
+14.35%
5 Years (annualized)
+20.10%
10 Years (annualized)
+14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDYX 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
PROUpgrade to run
🏦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
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+20.58%
Peer Avg (YTD)
+19.29%
vs Peers
+1.29%

DLDYX Mutual Fund Performance

DLDYX performance across multiple time periods: 1-month -7.45%, YTD 20.58%, 1-year 31.91%, 3-year 14.35%, 5-year 20.10%, 10-year 14.36%.

DLDYX returns outperform the peer average of 19.29% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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