DVRUX Mutual Fund

DVRUX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
+2.98%
6 Months
+3.82%
YTD
+10.72%
1 Year
+10.68%
3 Years (annualized)
+20.75%
5 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+12.44%
vs Peers
-1.72%

DVRUX Mutual Fund Performance

DVRUX performance across multiple time periods: 1-month 2.98%, YTD 10.72%, 1-year 10.68%, 3-year 20.75%, 5-year 11.49%.

DVRUX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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