DVLCX Mutual Fund

DVLCX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
+0.48%
3 Months
+5.53%
6 Months
+10.06%
YTD
+12.69%
1 Year
+19.83%
3 Years (annualized)
+11.96%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLCX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+9.54%
vs Peers
+3.15%

DVLCX Mutual Fund Performance

DVLCX performance across multiple time periods: 1-month 0.48%, YTD 12.69%, 1-year 19.83%, 3-year 11.96%, 5-year 6.04%, 10-year 9.11%.

DVLCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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