DALCX Mutual Fund

DALCX Mutual Fund

NAV$31.58
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Returns Overview

1 Month
+6.27%
3 Months
+1.08%
6 Months
+4.27%
YTD
+17.16%
1 Year
+21.74%
3 Years (annualized)
+18.75%
5 Years (annualized)
+11.00%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DALCX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+17.16%
Peer Avg (YTD)
+10.76%
vs Peers
+6.40%

DALCX Mutual Fund Performance

DALCX performance across multiple time periods: 1-month 6.27%, YTD 17.16%, 1-year 21.74%, 3-year 18.75%, 5-year 11.00%, 10-year 10.96%.

DALCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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