DAVPX Mutual Fund

DAVPX Mutual Fund

NAV$39.83
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Returns Overview

1 Month
+2.80%
3 Months
+5.18%
6 Months
+8.63%
YTD
+8.26%
1 Year
+12.47%
3 Years (annualized)
+16.14%
5 Years (annualized)
+9.63%
10 Years (annualized)
+12.42%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+6.23%
vs Peers
+2.02%

DAVPX Mutual Fund Performance

DAVPX performance across multiple time periods: 1-month 2.80%, YTD 8.26%, 1-year 12.47%, 3-year 16.14%, 5-year 9.63%, 10-year 12.42%.

DAVPX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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