DTLVX Mutual Fund

DTLVX Mutual Fund

NAV$26.78
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Returns Overview

1 Month
+5.55%
3 Months
+4.14%
6 Months
+12.08%
YTD
+18.30%
1 Year
+23.00%
3 Years (annualized)
+20.42%
5 Years (annualized)
+9.96%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTLVX 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
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+18.30%
Peer Avg (YTD)
+12.44%
vs Peers
+5.86%

DTLVX Mutual Fund Performance

DTLVX performance across multiple time periods: 1-month 5.55%, YTD 18.30%, 1-year 23.00%, 3-year 20.42%, 5-year 9.96%, 10-year 10.06%.

DTLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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