DLRIX Mutual Fund

NAV$9.38

Returns Overview

1 Month
-5.80%
3 Months
-2.16%
6 Months
+19.42%
YTD
+19.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLRIX 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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+19.25%
Peer Avg (YTD)
+8.71%
vs Peers
+10.54%

DLRIX Mutual Fund Performance

DLRIX performance across multiple time periods: 1-month -5.80%, YTD 19.25%.

DLRIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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