DFLVX Mutual Fund

DFLVX Mutual Fund

NAV$66.13
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Returns Overview

1 Month
+2.54%
3 Months
+6.75%
6 Months
+13.03%
YTD
+22.22%
1 Year
+29.30%
3 Years (annualized)
+19.34%
5 Years (annualized)
+11.88%
10 Years (annualized)
+11.93%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.22%
Peer Avg (YTD)
+12.44%
vs Peers
+9.78%

DFLVX Mutual Fund Performance

DFLVX performance across multiple time periods: 1-month 2.54%, YTD 22.22%, 1-year 29.30%, 3-year 19.34%, 5-year 11.88%, 10-year 11.93%.

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.