DVFYX Mutual Fund

NAV$85.34

Returns Overview

1 Month
+4.39%
3 Months
+8.04%
6 Months
+4.24%
YTD
+2.09%
1 Year
+13.96%
3 Years (annualized)
+22.53%
5 Years (annualized)
+12.06%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+2.09%
Peer Avg (YTD)
+8.61%
vs Peers
-6.51%

DVFYX Mutual Fund Performance

DVFYX performance across multiple time periods: 1-month 4.39%, YTD 2.09%, 1-year 13.96%, 3-year 22.53%, 5-year 12.06%, 10-year 12.63%.

DVFYX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.69%, 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.