DRSVX Mutual Fund

DRSVX Mutual Fund

NAV$22.77
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Returns Overview

1 Month
+0.26%
3 Months
+5.93%
6 Months
+15.24%
YTD
+22.53%
1 Year
+34.11%
3 Years (annualized)
+12.99%
5 Years (annualized)
+10.76%
10 Years (annualized)
+9.59%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.53%
Peer Avg (YTD)
+15.31%
vs Peers
+7.22%

DRSVX Mutual Fund Performance

DRSVX performance across multiple time periods: 1-month 0.26%, YTD 22.53%, 1-year 34.11%, 3-year 12.99%, 5-year 10.76%, 10-year 9.59%.

DRSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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