DBIVX Mutual Fund

DBIVX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-0.26%
3 Months
-0.87%
6 Months
-0.48%
YTD
+2.48%
1 Year
+4.54%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.49%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBIVX 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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+3.99%
vs Peers
-1.51%

DBIVX Mutual Fund Performance

DBIVX performance across multiple time periods: 1-month -0.26%, YTD 2.48%, 1-year 4.54%, 3-year 9.32%, 5-year 4.49%, 10-year 5.70%.

DBIVX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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