DVLRX Mutual Fund

DVLRX Mutual Fund

NAV$67.32
See how much of DVLRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.11%
3 Months
-4.21%
6 Months
-0.16%
YTD
+14.12%
1 Year
+19.82%
3 Years (annualized)
+17.18%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.72%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+12.21%
vs Peers
+1.91%

DVLRX Mutual Fund Performance

DVLRX performance across multiple time periods: 1-month 4.11%, YTD 14.12%, 1-year 19.82%, 3-year 17.18%, 5-year 6.45%, 10-year 8.72%.

DVLRX returns outperform the peer average of 12.21% 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.