DFLVX Mutual Fund

DFLVX Mutual Fund

NAV$68.14
See how much of DFLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.03%
3 Months
+2.86%
6 Months
+10.72%
YTD
+21.14%
1 Year
+28.13%
3 Years (annualized)
+22.25%
5 Years (annualized)
+11.41%
10 Years (annualized)
+12.25%

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)
+21.14%
Peer Avg (YTD)
+12.44%
vs Peers
+8.71%

DFLVX Mutual Fund Performance

DFLVX performance across multiple time periods: 1-month 4.03%, YTD 21.14%, 1-year 28.13%, 3-year 22.25%, 5-year 11.41%, 10-year 12.25%.

DFLVX returns outperform the peer average of 12.44% 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.