DLTZX Mutual Fund

DLTZX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
-0.90%
3 Months
-0.24%
6 Months
+0.59%
YTD
+0.73%
1 Year
+1.82%
3 Years (annualized)
+4.98%
5 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLTZX 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
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+0.50%
vs Peers
+0.23%

DLTZX Mutual Fund Performance

DLTZX performance across multiple time periods: 1-month -0.90%, YTD 0.73%, 1-year 1.82%, 3-year 4.98%, 5-year 2.45%.

DLTZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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