DVIPX Mutual Fund

NAV$21.06

Returns Overview

1 Month
+0.55%
3 Months
+3.17%
6 Months
+5.12%
YTD
+4.33%
1 Year
+11.55%
3 Years (annualized)
+12.10%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVIPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+9.49%
vs Peers
-5.16%

DVIPX Mutual Fund Performance

DVIPX performance across multiple time periods: 1-month 0.55%, YTD 4.33%, 1-year 11.55%, 3-year 12.10%, 5-year 6.58%, 10-year 8.47%.

DVIPX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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