DLRIX Mutual Fund

DLRIX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
+4.92%
3 Months
+21.25%
6 Months
+18.64%
YTD
+44.60%
1 Year
+34.54%
3 Years (annualized)
+9.27%
5 Years (annualized)
+9.46%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLRIX 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
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📉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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+44.60%
Peer Avg (YTD)
+22.38%
vs Peers
+22.22%

DLRIX Mutual Fund Performance

DLRIX performance across multiple time periods: 1-month 4.92%, YTD 44.60%, 1-year 34.54%, 3-year 9.27%, 5-year 9.46%, 10-year 7.37%.

DLRIX returns outperform the peer average of 22.38% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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