DLSIX Mutual Fund

NAV$15.80

Returns Overview

1 Month
+0.38%
3 Months
+4.82%
6 Months
-0.27%
YTD
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLSIX 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
Shiller Barclays CAPE US Sector TR USD Index(BXIICSTU)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+5.93%
vs Peers
-5.82%

DLSIX Mutual Fund Performance

DLSIX performance across multiple time periods: 1-month 0.38%, YTD 0.11%.

DLSIX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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