DVRBX Mutual Fund

DVRBX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
+1.14%
3 Months
+1.07%
6 Months
+0.85%
YTD
+1.72%
1 Year
+4.19%
3 Years (annualized)
+7.87%
5 Years (annualized)
+4.34%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRBX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+2.39%
vs Peers
-0.66%

DVRBX Mutual Fund Performance

DVRBX performance across multiple time periods: 1-month 1.14%, YTD 1.72%, 1-year 4.19%, 3-year 7.87%, 5-year 4.34%, 10-year 4.09%.

DVRBX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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