DBALX Mutual Fund

NAV$14.11

Returns Overview

1 Month
+0.37%
3 Months
+2.13%
6 Months
+3.63%
YTD
+3.25%
1 Year
+7.59%
3 Years (annualized)
+8.73%
5 Years (annualized)
+4.43%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBALX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+5.87%
vs Peers
-2.61%

DBALX Mutual Fund Performance

DBALX performance across multiple time periods: 1-month 0.37%, YTD 3.25%, 1-year 7.59%, 3-year 8.73%, 5-year 4.43%, 10-year 5.80%.

DBALX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

DBALX performance comparison shows side-by-side returns with another fund. DBALX alternatives are available in the Mutual Fund Screener.