DVHIX Mutual Fund

DVHIX Mutual Fund

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Returns Overview

1 Month
-0.27%
3 Months
-1.36%
6 Months
-1.06%
YTD
+0.98%
1 Year
+5.50%
3 Years (annualized)
+4.38%
5 Years (annualized)
+0.09%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVHIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+0.15%
vs Peers
+0.83%

DVHIX Mutual Fund Performance

DVHIX performance across multiple time periods: 1-month -0.27%, YTD 0.98%, 1-year 5.50%, 3-year 4.38%, 5-year 0.09%, 10-year 2.70%.

DVHIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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