DVLCX Mutual Fund

NAV$23.45

Returns Overview

1 Month
+2.13%
3 Months
+13.26%
6 Months
+12.15%
YTD
+11.12%
1 Year
+19.57%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLCX 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)
+11.12%
Peer Avg (YTD)
+10.82%
vs Peers
+0.31%

DVLCX Mutual Fund Performance

DVLCX performance across multiple time periods: 1-month 2.13%, YTD 11.12%, 1-year 19.57%, 3-year 11.44%, 5-year 5.64%, 10-year 7.65%.

DVLCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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