DHLTX Mutual Fund

NAV$25.32

Returns Overview

1 Month
-0.85%
3 Months
-3.26%
6 Months
+11.22%
YTD
+1.80%
1 Year
+25.70%
3 Years
+22.01%
5 Years
+11.39%
10 Years
+14.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DHLTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+7.55%
vs Peers
-5.76%

DHLTX Mutual Fund Performance

DHLTX performance across multiple time periods: 1-month -0.85%, YTD 1.80%, 1-year 25.70%, 3-year 22.01%, 5-year 11.39%, 10-year 14.47%.

DHLTX returns trail the peer average of 7.55% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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