DODLX Mutual Fund

NAV$11.13

Returns Overview

1 Month
-0.45%
3 Months
-1.33%
6 Months
-2.02%
YTD
-1.07%
1 Year
+4.84%
3 Years (annualized)
+6.62%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DODLX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-1.07%
Peer Avg (YTD)
+0.99%
vs Peers
-2.06%

DODLX Mutual Fund Performance

DODLX performance across multiple time periods: 1-month -0.45%, YTD -1.07%, 1-year 4.84%, 3-year 6.62%, 5-year 3.05%, 10-year 4.66%.

DODLX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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