DLRHX Mutual Fund

DLRHX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
-3.42%
3 Months
+0.38%
6 Months
+8.89%
YTD
+5.48%
1 Year
+18.86%
3 Years (annualized)
+14.80%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLRHX 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)
+5.48%
Peer Avg (YTD)
+8.76%
vs Peers
-3.29%

DLRHX Mutual Fund Performance

DLRHX performance across multiple time periods: 1-month -3.42%, YTD 5.48%, 1-year 18.86%, 3-year 14.80%, 5-year 8.18%, 10-year 10.95%.

DLRHX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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