DMCVX Mutual Fund

DMCVX Mutual Fund

NAV$33.75
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Returns Overview

1 Month
+0.54%
3 Months
+5.79%
6 Months
+10.54%
YTD
+13.33%
1 Year
+20.92%
3 Years (annualized)
+12.92%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.99%

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
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 Midcap Value Index
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+9.54%
vs Peers
+3.79%

DMCVX Mutual Fund Performance

DMCVX performance across multiple time periods: 1-month 0.54%, YTD 13.33%, 1-year 20.92%, 3-year 12.92%, 5-year 7.08%, 10-year 9.99%.

DMCVX returns outperform the peer average of 9.54% 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.