DCLVX Mutual Fund

DCLVX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
+4.27%
3 Months
+6.72%
6 Months
+9.97%
YTD
+14.69%
1 Year
+25.19%
3 Years (annualized)
+15.97%
5 Years (annualized)
+10.32%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCLVX 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
Morningstar Large Cap Value Category
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+11.41%
vs Peers
+3.28%

DCLVX Mutual Fund Performance

DCLVX performance across multiple time periods: 1-month 4.27%, YTD 14.69%, 1-year 25.19%, 3-year 15.97%, 5-year 10.32%, 10-year 10.26%.

DCLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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