DNVYX Mutual Fund

DNVYX Mutual Fund

NAV$31.92
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Returns Overview

1 Month
-4.36%
3 Months
-1.98%
6 Months
+8.49%
YTD
+7.23%
1 Year
+17.39%
3 Years (annualized)
+22.82%
5 Years (annualized)
+12.34%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DNVYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+7.91%
vs Peers
-0.69%

DNVYX Mutual Fund Performance

DNVYX performance across multiple time periods: 1-month -4.36%, YTD 7.23%, 1-year 17.39%, 3-year 22.82%, 5-year 12.34%, 10-year 13.10%.

DNVYX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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