DVSMX Mutual Fund

NAV$30.69

Returns Overview

1 Month
-6.94%
3 Months
+3.06%
6 Months
+4.57%
YTD
+12.71%
1 Year
+53.80%
3 Years (annualized)
+24.79%
5 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVSMX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+18.52%
vs Peers
-5.82%

DVSMX Mutual Fund Performance

DVSMX performance across multiple time periods: 1-month -6.94%, YTD 12.71%, 1-year 53.80%, 3-year 24.79%, 5-year 10.84%.

DVSMX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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