DNLVX Mutual Fund

DNLVX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
+4.40%
3 Months
+7.00%
6 Months
+10.51%
YTD
+15.36%
1 Year
+26.49%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.45%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNLVX 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
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📉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
Morningstar Large Cap Value Category
This Mutual Fund (YTD)
+15.36%
Peer Avg (YTD)
+11.41%
vs Peers
+3.95%

DNLVX Mutual Fund Performance

DNLVX performance across multiple time periods: 1-month 4.40%, YTD 15.36%, 1-year 26.49%, 3-year 17.14%, 5-year 11.45%, 10-year 11.37%.

DNLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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