DNLRX Mutual Fund

DNLRX Mutual Fund

NAV$66.47
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Returns Overview

1 Month
+4.02%
3 Months
+1.62%
6 Months
+7.68%
YTD
+16.44%
1 Year
+18.24%
3 Years (annualized)
+21.12%
5 Years (annualized)
+9.15%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.44%
Peer Avg (YTD)
+10.76%
vs Peers
+5.68%

DNLRX Mutual Fund Performance

DNLRX performance across multiple time periods: 1-month 4.02%, YTD 16.44%, 1-year 18.24%, 3-year 21.12%, 5-year 9.15%, 10-year 10.39%.

DNLRX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

DNLRX vs another fund shows side-by-side returns. DNLRX alternatives are available in the Mutual Fund Screener.