DVLRX Mutual Fund

NAV$69.97

Returns Overview

1 Month
+5.95%
3 Months
+15.11%
6 Months
+21.40%
YTD
+20.30%
1 Year
+31.05%
3 Years (annualized)
+13.20%
5 Years (annualized)
+6.83%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.30%
Peer Avg (YTD)
+18.52%
vs Peers
+1.77%

DVLRX Mutual Fund Performance

DVLRX performance across multiple time periods: 1-month 5.95%, YTD 20.30%, 1-year 31.05%, 3-year 13.20%, 5-year 6.83%, 10-year 9.18%.

DVLRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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