DVFYX Mutual Fund

DVFYX Mutual Fund

NAV$87.09
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Returns Overview

1 Month
+3.40%
3 Months
+7.71%
6 Months
+4.94%
YTD
+2.64%
1 Year
+17.38%
3 Years (annualized)
+22.73%
5 Years (annualized)
+14.07%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVFYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+10.67%
vs Peers
-8.02%

DVFYX Mutual Fund Performance

DVFYX performance across multiple time periods: 1-month 3.40%, YTD 2.64%, 1-year 17.38%, 3-year 22.73%, 5-year 14.07%, 10-year 12.58%.

DVFYX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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