DCSVX Mutual Fund

NAV$14.57

Returns Overview

1 Month
+5.58%
3 Months
+18.83%
6 Months
+24.48%
YTD
+24.05%
1 Year
+49.72%
3 Years (annualized)
+20.91%
5 Years (annualized)
+15.37%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCSVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.05%
Peer Avg (YTD)
+18.52%
vs Peers
+5.53%

DCSVX Mutual Fund Performance

DCSVX performance across multiple time periods: 1-month 5.58%, YTD 24.05%, 1-year 49.72%, 3-year 20.91%, 5-year 15.37%, 10-year 15.75%.

DCSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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