DVLIX Mutual Fund

DVLIX Mutual Fund

NAV$32.60
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Returns Overview

1 Month
+4.22%
3 Months
-1.30%
6 Months
+4.46%
YTD
+11.96%
1 Year
+15.33%
3 Years (annualized)
+16.34%
5 Years (annualized)
+7.34%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+10.76%
vs Peers
+1.20%

DVLIX Mutual Fund Performance

DVLIX performance across multiple time periods: 1-month 4.22%, YTD 11.96%, 1-year 15.33%, 3-year 16.34%, 5-year 7.34%, 10-year 10.43%.

DVLIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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