DFSVX Mutual Fund

DFSVX Mutual Fund

NAV$60.80
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Returns Overview

1 Month
+2.29%
3 Months
+5.55%
6 Months
+13.49%
YTD
+21.34%
1 Year
+34.40%
3 Years (annualized)
+15.37%
5 Years (annualized)
+12.41%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.34%
Peer Avg (YTD)
+15.31%
vs Peers
+6.03%

DFSVX Mutual Fund Performance

DFSVX performance across multiple time periods: 1-month 2.29%, YTD 21.34%, 1-year 34.40%, 3-year 15.37%, 5-year 12.41%, 10-year 11.65%.

DFSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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