DVLRX Mutual Fund

DVLRX Mutual Fund

NAV$71.69
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Returns Overview

1 Month
-0.96%
3 Months
+4.23%
6 Months
+13.08%
YTD
+20.22%
1 Year
+28.92%
3 Years (annualized)
+13.09%
5 Years (annualized)
+8.30%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.22%
Peer Avg (YTD)
+15.31%
vs Peers
+4.91%

DVLRX Mutual Fund Performance

DVLRX performance across multiple time periods: 1-month -0.96%, YTD 20.22%, 1-year 28.92%, 3-year 13.09%, 5-year 8.30%, 10-year 8.73%.

DVLRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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