DFUVX Mutual Fund

DFUVX Mutual Fund

NAV$43.87
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Returns Overview

1 Month
+2.37%
3 Months
+7.67%
6 Months
+13.89%
YTD
+19.27%
1 Year
+31.69%
3 Years (annualized)
+17.36%
5 Years (annualized)
+11.89%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUVX 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
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🏦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)
+19.27%
Peer Avg (YTD)
+11.41%
vs Peers
+7.86%

DFUVX Mutual Fund Performance

DFUVX performance across multiple time periods: 1-month 2.37%, YTD 19.27%, 1-year 31.69%, 3-year 17.36%, 5-year 11.89%, 10-year 11.90%.

DFUVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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