DLDZX Mutual Fund

NAV$9.48

Returns Overview

1 Month
-0.21%
3 Months
-0.94%
6 Months
-0.52%
YTD
-0.32%
1 Year
+5.05%
3 Years (annualized)
+6.46%
5 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US 1-3 Year Corporate & Government Index(ICEBU13YCGI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+3.23%
vs Peers
-3.54%

DLDZX Mutual Fund Performance

DLDZX performance across multiple time periods: 1-month -0.21%, YTD -0.32%, 1-year 5.05%, 3-year 6.46%, 5-year 4.67%.

DLDZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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