DNLDX Mutual Fund

NAV$66.60

Returns Overview

1 Month
+4.07%
3 Months
+14.50%
6 Months
+15.31%
YTD
+14.15%
1 Year
+22.20%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.27%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLDX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.15%
Peer Avg (YTD)
+10.82%
vs Peers
+3.34%

DNLDX Mutual Fund Performance

DNLDX performance across multiple time periods: 1-month 4.07%, YTD 14.15%, 1-year 22.20%, 3-year 16.04%, 5-year 8.27%, 10-year 9.23%.

DNLDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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