DALVX Mutual Fund

DALVX Mutual Fund

NAV$24.53
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Returns Overview

1 Month
+1.13%
3 Months
+6.02%
6 Months
+9.40%
YTD
+16.48%
1 Year
+23.71%
3 Years (annualized)
+18.59%
5 Years (annualized)
+11.01%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DALVX 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
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🏦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 Large Cap Value Category
This Mutual Fund (YTD)
+16.48%
Peer Avg (YTD)
+12.44%
vs Peers
+4.04%

DALVX Mutual Fund Performance

DALVX performance across multiple time periods: 1-month 1.13%, YTD 16.48%, 1-year 23.71%, 3-year 18.59%, 5-year 11.01%, 10-year 11.18%.

DALVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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