DFLVX Mutual Fund

DFLVX Mutual Fund

NAV$68.27
See how much of DFLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.37%
3 Months
+7.64%
6 Months
+13.82%
YTD
+19.20%
1 Year
+31.59%
3 Years (annualized)
+17.26%
5 Years (annualized)
+11.80%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFLVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.20%
Peer Avg (YTD)
+11.41%
vs Peers
+7.79%

DFLVX Mutual Fund Performance

DFLVX performance across multiple time periods: 1-month 2.37%, YTD 19.20%, 1-year 31.59%, 3-year 17.26%, 5-year 11.80%, 10-year 11.78%.

DFLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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