DNLCX Mutual Fund

DNLCX Mutual Fund

NAV$53.55
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Returns Overview

1 Month
-4.25%
3 Months
-3.27%
6 Months
+10.54%
YTD
+10.03%
1 Year
+11.86%
3 Years (annualized)
+16.53%
5 Years (annualized)
+12.26%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLCX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+6.72%
vs Peers
+3.31%

DNLCX Mutual Fund Performance

DNLCX performance across multiple time periods: 1-month -4.25%, YTD 10.03%, 1-year 11.86%, 3-year 16.53%, 5-year 12.26%, 10-year 13.98%.

DNLCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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