DVFYX Mutual Fund

NAV$76.52

Returns Overview

1 Month
-2.42%
3 Months
+1.90%
6 Months
+4.06%
YTD
-4.56%
1 Year
+15.33%
3 Years
+18.42%
5 Years
+14.21%
10 Years
+12.98%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DVFYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.56%
Peer Avg (YTD)
+2.40%
vs Peers
-6.96%

DVFYX Mutual Fund Performance

DVFYX performance across multiple time periods: 1-month -2.42%, YTD -4.56%, 1-year 15.33%, 3-year 18.42%, 5-year 14.21%, 10-year 12.98%.

DVFYX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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