DVOIX Mutual Fund

NAV$13.85

Returns Overview

1 Month
+0.29%
3 Months
+7.38%
6 Months
+6.57%
YTD
+6.16%
1 Year
+13.23%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVOIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+4.14%
vs Peers
+2.02%

DVOIX Mutual Fund Performance

DVOIX performance across multiple time periods: 1-month 0.29%, YTD 6.16%, 1-year 13.23%, 3-year 12.18%, 5-year 6.27%.

DVOIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

DVOIX performance comparison shows side-by-side returns with another fund. DVOIX alternatives are available in the Mutual Fund Screener.