DLSIX Mutual Fund

DLSIX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
-7.36%
3 Months
-5.75%
6 Months
-1.21%
YTD
-5.65%
1 Year
+4.49%
3 Years (annualized)
+9.47%
5 Years (annualized)
+5.01%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLSIX 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
Shiller Barclays CAPE US Sector TR USD Index(BXIICSTU)
This Mutual Fund (YTD)
-5.65%
Peer Avg (YTD)
+5.22%
vs Peers
-10.87%

DLSIX Mutual Fund Performance

DLSIX performance across multiple time periods: 1-month -7.36%, YTD -5.65%, 1-year 4.49%, 3-year 9.47%, 5-year 5.01%, 10-year 11.31%.

DLSIX returns trail the peer average of 5.22% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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