DHLYX Mutual Fund

NAV$33.39

Returns Overview

1 Month
+3.28%
3 Months
+2.99%
6 Months
+3.15%
YTD
+3.99%
1 Year
+7.47%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.93%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHLYX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+9.49%
vs Peers
-5.50%

DHLYX Mutual Fund Performance

DHLYX performance across multiple time periods: 1-month 3.28%, YTD 3.99%, 1-year 7.47%, 3-year 13.64%, 5-year 7.93%, 10-year 11.53%.

DHLYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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