DMCVX Mutual Fund

NAV$33.77

Returns Overview

1 Month
+2.23%
3 Months
+13.53%
6 Months
+12.71%
YTD
+11.65%
1 Year
+20.61%
3 Years (annualized)
+12.65%
5 Years (annualized)
+6.68%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMCVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+10.82%
vs Peers
+0.83%

DMCVX Mutual Fund Performance

DMCVX performance across multiple time periods: 1-month 2.23%, YTD 11.65%, 1-year 20.61%, 3-year 12.65%, 5-year 6.68%, 10-year 12.25%.

DMCVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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