DVOIX Mutual Fund

DVOIX Mutual Fund

NAV$13.59
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Returns Overview

1 Month
+1.18%
3 Months
+0.37%
6 Months
+2.45%
YTD
+5.85%
1 Year
+7.03%
3 Years (annualized)
+12.35%
5 Years (annualized)
+5.40%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+3.02%
vs Peers
+2.83%

DVOIX Mutual Fund Performance

DVOIX performance across multiple time periods: 1-month 1.18%, YTD 5.85%, 1-year 7.03%, 3-year 12.35%, 5-year 5.40%, 10-year 6.57%.

DVOIX returns outperform the peer average of 3.02% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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