DTLGX Mutual Fund

DTLGX Mutual Fund

NAV$45.48
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Returns Overview

1 Month
+1.74%
3 Months
+1.58%
6 Months
+20.90%
YTD
+8.73%
1 Year
+9.11%
3 Years (annualized)
+24.07%
5 Years (annualized)
+11.71%
10 Years (annualized)
+14.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTLGX 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 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+8.67%
vs Peers
+0.07%

DTLGX Mutual Fund Performance

DTLGX performance across multiple time periods: 1-month 1.74%, YTD 8.73%, 1-year 9.11%, 3-year 24.07%, 5-year 11.71%, 10-year 14.95%.

DTLGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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