DVFNX Mutual Fund

DVFNX Mutual Fund

NAV$10.14
See how much of DVFNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.41%
3 Months
-0.54%
6 Months
+0.27%
YTD
+0.85%
1 Year
+6.17%
3 Years (annualized)
+2.21%
5 Years (annualized)
-0.73%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVFNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+0.23%
vs Peers
+0.62%

DVFNX Mutual Fund Performance

DVFNX performance across multiple time periods: 1-month -2.41%, YTD 0.85%, 1-year 6.17%, 3-year 2.21%, 5-year -0.73%, 10-year 1.11%.

DVFNX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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