DVOAX Mutual Fund

DVOAX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-0.66%
3 Months
+1.49%
6 Months
+3.43%
YTD
+4.94%
1 Year
+12.49%
3 Years (annualized)
+10.38%
5 Years (annualized)
+5.53%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVOAX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+3.39%
vs Peers
+1.55%

DVOAX Mutual Fund Performance

DVOAX performance across multiple time periods: 1-month -0.66%, YTD 4.94%, 1-year 12.49%, 3-year 10.38%, 5-year 5.53%, 10-year 6.85%.

DVOAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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