DNLVX Mutual Fund

DNLVX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
+1.16%
3 Months
+6.10%
6 Months
+9.60%
YTD
+16.71%
1 Year
+24.08%
3 Years (annualized)
+18.90%
5 Years (annualized)
+11.29%
10 Years (annualized)
+11.47%

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
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
Morningstar Large Cap Value Category
This Mutual Fund (YTD)
+16.71%
Peer Avg (YTD)
+12.44%
vs Peers
+4.27%

DNLVX Mutual Fund Performance

DNLVX performance across multiple time periods: 1-month 1.16%, YTD 16.71%, 1-year 24.08%, 3-year 18.90%, 5-year 11.29%, 10-year 11.47%.

DNLVX returns outperform the peer average of 12.44% 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.