DVOAX Mutual Fund

NAV$13.82

Returns Overview

1 Month
-0.29%
3 Months
+6.77%
6 Months
+5.96%
YTD
+5.63%
1 Year
+12.59%
3 Years (annualized)
+12.00%
5 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVOAX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+4.14%
vs Peers
+1.49%

DVOAX Mutual Fund Performance

DVOAX performance across multiple time periods: 1-month -0.29%, YTD 5.63%, 1-year 12.59%, 3-year 12.00%, 5-year 6.06%.

DVOAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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