DVLIX Mutual Fund

DVLIX Mutual Fund

NAV$33.23
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Returns Overview

1 Month
+0.58%
3 Months
+5.84%
6 Months
+10.66%
YTD
+13.44%
1 Year
+21.15%
3 Years (annualized)
+13.13%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLIX 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)
+13.44%
Peer Avg (YTD)
+9.54%
vs Peers
+3.90%

DVLIX Mutual Fund Performance

DVLIX performance across multiple time periods: 1-month 0.58%, YTD 13.44%, 1-year 21.15%, 3-year 13.13%, 5-year 7.23%, 10-year 10.23%.

DVLIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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