DFSVX Mutual Fund

DFSVX Mutual Fund

NAV$61.59
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Returns Overview

1 Month
+5.11%
3 Months
-0.12%
6 Months
+5.42%
YTD
+19.96%
1 Year
+27.41%
3 Years (annualized)
+20.20%
5 Years (annualized)
+11.23%
10 Years (annualized)
+11.66%

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)
+19.96%
Peer Avg (YTD)
+12.21%
vs Peers
+7.75%

DFSVX Mutual Fund Performance

DFSVX performance across multiple time periods: 1-month 5.11%, YTD 19.96%, 1-year 27.41%, 3-year 20.20%, 5-year 11.23%, 10-year 11.66%.

DFSVX returns outperform the peer average of 12.21% 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.