DAVPX Mutual Fund

NAV$41.56

Returns Overview

1 Month
-1.08%
3 Months
+12.24%
6 Months
+5.30%
YTD
+5.30%
1 Year
+8.68%
3 Years (annualized)
+16.56%
5 Years (annualized)
+10.13%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAVPX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+8.97%
vs Peers
-3.67%

DAVPX Mutual Fund Performance

DAVPX performance across multiple time periods: 1-month -1.08%, YTD 5.30%, 1-year 8.68%, 3-year 16.56%, 5-year 10.13%, 10-year 13.12%.

DAVPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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