DCGVX Mutual Fund

DCGVX Mutual Fund

NAV$48.64
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Returns Overview

1 Month
+1.40%
3 Months
+6.29%
6 Months
+11.88%
YTD
+16.82%
1 Year
+27.48%
3 Years (annualized)
+17.77%
5 Years (annualized)
+14.28%
10 Years (annualized)
+13.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCGVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+11.41%
vs Peers
+5.41%

DCGVX Mutual Fund Performance

DCGVX performance across multiple time periods: 1-month 1.40%, YTD 16.82%, 1-year 27.48%, 3-year 17.77%, 5-year 14.28%, 10-year 13.31%.

DCGVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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