DLDCX Mutual Fund

NAV$51.07

Returns Overview

1 Month
+7.22%
3 Months
-1.35%
6 Months
+7.40%
YTD
+19.91%
1 Year
+31.82%
3 Years (annualized)
+10.24%
5 Years (annualized)
+13.70%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDCX 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
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+19.91%
Peer Avg (YTD)
+14.02%
vs Peers
+5.89%

DLDCX Mutual Fund Performance

DLDCX performance across multiple time periods: 1-month 7.22%, YTD 19.91%, 1-year 31.82%, 3-year 10.24%, 5-year 13.70%, 10-year 11.45%.

DLDCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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