DVFNX Mutual Fund

NAV$10.26

Returns Overview

1 Month
+1.33%
3 Months
+3.59%
6 Months
+3.33%
YTD
+3.33%
1 Year
+7.58%
3 Years (annualized)
+3.12%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.33%

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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+1.79%
vs Peers
+1.55%

DVFNX Mutual Fund Performance

DVFNX performance across multiple time periods: 1-month 1.33%, YTD 3.33%, 1-year 7.58%, 3-year 3.12%, 5-year -0.10%, 10-year 1.33%.

DVFNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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