DALVX Mutual Fund

DALVX Mutual Fund

NAV$25.26
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Returns Overview

1 Month
+4.34%
3 Months
+6.91%
6 Months
+10.35%
YTD
+15.18%
1 Year
+26.12%
3 Years (annualized)
+16.83%
5 Years (annualized)
+11.15%
10 Years (annualized)
+11.09%

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)
+15.18%
Peer Avg (YTD)
+11.41%
vs Peers
+3.77%

DALVX Mutual Fund Performance

DALVX performance across multiple time periods: 1-month 4.34%, YTD 15.18%, 1-year 26.12%, 3-year 16.83%, 5-year 11.15%, 10-year 11.09%.

DALVX returns outperform the peer average of 11.41% 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.