DRSVX Mutual Fund

NAV$22.99

Returns Overview

1 Month
+4.84%
3 Months
+15.11%
6 Months
+22.86%
YTD
+22.22%
1 Year
+35.86%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRSVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.22%
Peer Avg (YTD)
+18.52%
vs Peers
+3.69%

DRSVX Mutual Fund Performance

DRSVX performance across multiple time periods: 1-month 4.84%, YTD 22.22%, 1-year 35.86%, 3-year 11.81%, 5-year 6.24%, 10-year 8.11%.

DRSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

DRSVX performance comparison shows side-by-side returns with another fund. DRSVX alternatives are available in the Mutual Fund Screener.