DAVPX Mutual Fund

DAVPX Mutual Fund

NAV$40.80
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Returns Overview

1 Month
+1.32%
3 Months
+1.17%
6 Months
+3.70%
YTD
+9.53%
1 Year
+8.61%
3 Years (annualized)
+17.84%
5 Years (annualized)
+8.78%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAVPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+4.64%
vs Peers
+4.89%

DAVPX Mutual Fund Performance

DAVPX performance across multiple time periods: 1-month 1.32%, YTD 9.53%, 1-year 8.61%, 3-year 17.84%, 5-year 8.78%, 10-year 12.97%.

DAVPX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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