DILAX Mutual Fund

Returns Overview

1 Month
-3.15%
3 Months
+6.33%
6 Months
-0.78%
YTD
-2.63%
1 Year
+11.50%
3 Years (annualized)
+16.57%
5 Years (annualized)
+3.47%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DILAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.63%
Peer Avg (YTD)
+9.13%
vs Peers
-11.77%

DILAX Mutual Fund Performance

DILAX performance across multiple time periods: 1-month -3.15%, YTD -2.63%, 1-year 11.50%, 3-year 16.57%, 5-year 3.47%, 10-year 6.83%.

DILAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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