DFSVX Mutual Fund

NAV$62.78

Returns Overview

1 Month
+2.96%
3 Months
+11.04%
6 Months
+18.63%
YTD
+17.42%
1 Year
+33.18%
3 Years (annualized)
+16.19%
5 Years (annualized)
+10.94%
10 Years (annualized)
+11.51%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.42%
Peer Avg (YTD)
+18.52%
vs Peers
-1.10%

DFSVX Mutual Fund Performance

DFSVX performance across multiple time periods: 1-month 2.96%, YTD 17.42%, 1-year 33.18%, 3-year 16.19%, 5-year 10.94%, 10-year 11.51%.

DFSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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