DCLVX Mutual Fund

NAV$23.25

Returns Overview

1 Month
+0.41%
3 Months
+9.22%
6 Months
+9.99%
YTD
+9.00%
1 Year
+21.47%
3 Years (annualized)
+15.36%
5 Years (annualized)
+10.98%
10 Years (annualized)
+10.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Large Cap Value Category
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+9.49%
vs Peers
-0.49%

DCLVX Mutual Fund Performance

DCLVX performance across multiple time periods: 1-month 0.41%, YTD 9.00%, 1-year 21.47%, 3-year 15.36%, 5-year 10.98%, 10-year 10.74%.

DCLVX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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