DMCVX Mutual Fund

DMCVX Mutual Fund

NAV$32.17
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Returns Overview

1 Month
+0.27%
3 Months
+3.06%
6 Months
+7.48%
YTD
+13.63%
1 Year
+16.83%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMCVX 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 Midcap Value Index
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+9.89%
vs Peers
+3.74%

DMCVX Mutual Fund Performance

DMCVX performance across multiple time periods: 1-month 0.27%, YTD 13.63%, 1-year 16.83%, 3-year 13.51%, 5-year 7.92%, 10-year 9.56%.

DMCVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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