DHLTX Mutual Fund

NAV$26.17

Returns Overview

1 Month
+2.39%
3 Months
+5.07%
6 Months
+4.52%
YTD
+4.23%
1 Year
+21.72%
3 Years (annualized)
+18.90%
5 Years (annualized)
+12.28%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+10.82%
vs Peers
-6.59%

DHLTX Mutual Fund Performance

DHLTX performance across multiple time periods: 1-month 2.39%, YTD 4.23%, 1-year 21.72%, 3-year 18.90%, 5-year 12.28%, 10-year 15.30%.

DHLTX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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