DBIVX Mutual Fund

DBIVX Mutual Fund

NAV$11.60
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Returns Overview

1 Month
+0.69%
3 Months
+0.39%
6 Months
+1.06%
YTD
+3.37%
1 Year
+11.39%
3 Years (annualized)
+7.93%
5 Years (annualized)
+4.73%
10 Years (annualized)
+5.68%

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)
+3.37%
Peer Avg (YTD)
+2.39%
vs Peers
+0.98%

DBIVX Mutual Fund Performance

DBIVX performance across multiple time periods: 1-month 0.69%, YTD 3.37%, 1-year 11.39%, 3-year 7.93%, 5-year 4.73%, 10-year 5.68%.

DBIVX returns outperform the peer average of 2.39% 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.