DLHRX Mutual Fund

NAV$5.31

Returns Overview

1 Month
-0.93%
3 Months
-1.48%
6 Months
-2.39%
YTD
-2.39%
1 Year
+5.26%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLHRX 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 Merrill Lynch US High Yield Master II Constrained Index(^ICEBOFAMLUSHYMCI)
This Mutual Fund (YTD)
-2.39%
Peer Avg (YTD)
+3.23%
vs Peers
-5.62%

DLHRX Mutual Fund Performance

DLHRX performance across multiple time periods: 1-month -0.93%, YTD -2.39%, 1-year 5.26%, 3-year 8.55%, 5-year 3.78%, 10-year 5.11%.

DLHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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