DXRLX Mutual Fund

DXRLX Mutual Fund

NAV$111.99
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Returns Overview

1 Month
-9.54%
3 Months
-13.66%
6 Months
+18.77%
YTD
+16.61%
1 Year
+21.59%
3 Years (annualized)
+22.14%
5 Years (annualized)
+3.42%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DXRLX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.61%
Peer Avg (YTD)
+5.40%
vs Peers
+11.21%

DXRLX Mutual Fund Performance

DXRLX performance across multiple time periods: 1-month -9.54%, YTD 16.61%, 1-year 21.59%, 3-year 22.14%, 5-year 3.42%, 10-year 12.14%.

DXRLX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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