DVIPX Mutual Fund

DVIPX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
+2.58%
3 Months
+1.65%
6 Months
+3.77%
YTD
+7.02%
1 Year
+13.72%
3 Years (annualized)
+11.80%
5 Years (annualized)
+6.97%
10 Years (annualized)
+8.50%

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
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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)
+7.02%
Peer Avg (YTD)
+11.41%
vs Peers
-4.40%

DVIPX Mutual Fund Performance

DVIPX performance across multiple time periods: 1-month 2.58%, YTD 7.02%, 1-year 13.72%, 3-year 11.80%, 5-year 6.97%, 10-year 8.50%.

DVIPX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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