DVIPX Mutual Fund

DVIPX Mutual Fund

NAV$19.57
See how much of DVIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.92%
3 Months
+4.09%
6 Months
-1.14%
YTD
+8.83%
1 Year
+11.46%
3 Years (annualized)
+6.01%
5 Years (annualized)
+0.88%
10 Years (annualized)
+3.20%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+12.44%
vs Peers
-3.61%

DVIPX Mutual Fund Performance

DVIPX performance across multiple time periods: 1-month 0.92%, YTD 8.83%, 1-year 11.46%, 3-year 6.01%, 5-year 0.88%, 10-year 3.20%.

DVIPX returns trail the peer average of 12.44% 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.