DXKLX Mutual Fund

NAV$20.16

Returns Overview

1 Month
-0.27%
3 Months
-1.51%
6 Months
-3.32%
YTD
-3.12%
1 Year
-1.77%
3 Years (annualized)
-1.47%
5 Years (annualized)
-7.79%
10 Years (annualized)
-2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DXKLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE US Treasury 7-10 Year Bond Index(T4TR)
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
+3.47%
vs Peers
-6.59%

DXKLX Mutual Fund Performance

DXKLX performance across multiple time periods: 1-month -0.27%, YTD -3.12%, 1-year -1.77%, 3-year -1.47%, 5-year -7.79%, 10-year -2.54%.

DXKLX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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