DVRIX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+1.32%
3 Months
+0.76%
6 Months
+1.04%
YTD
+1.96%
1 Year
+4.18%
3 Years (annualized)
+8.79%
5 Years (annualized)
+5.31%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRIX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+3.47%
vs Peers
-1.52%

DVRIX Mutual Fund Performance

DVRIX performance across multiple time periods: 1-month 1.32%, YTD 1.96%, 1-year 4.18%, 3-year 8.79%, 5-year 5.31%, 10-year 5.06%.

DVRIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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