DLCZX Mutual Fund

NAV$12.33

Returns Overview

1 Month
-1.08%
3 Months
+12.31%
6 Months
+6.13%
YTD
+5.94%
1 Year
+15.16%
3 Years (annualized)
+26.68%
5 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLCZX 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
PROUpgrade to run

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 Index(^RUI)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+9.51%
vs Peers
-3.57%

DLCZX Mutual Fund Performance

DLCZX performance across multiple time periods: 1-month -1.08%, YTD 5.94%, 1-year 15.16%, 3-year 26.68%, 5-year 14.70%.

DLCZX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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