DLHIX Mutual Fund

DLHIX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
-3.39%
3 Months
+0.50%
6 Months
+9.17%
YTD
+5.83%
1 Year
+19.41%
3 Years (annualized)
+15.38%
5 Years (annualized)
+8.72%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHIX 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)
+5.83%
Peer Avg (YTD)
+8.76%
vs Peers
-2.94%

DLHIX Mutual Fund Performance

DLHIX performance across multiple time periods: 1-month -3.39%, YTD 5.83%, 1-year 19.41%, 3-year 15.38%, 5-year 8.72%, 10-year 11.51%.

DLHIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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