DVRFX Mutual Fund

DVRFX Mutual Fund

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Returns Overview

1 Month
+1.09%
3 Months
+0.87%
6 Months
+1.97%
YTD
+2.57%
1 Year
+4.10%
3 Years (annualized)
+8.58%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRFX 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
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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)
+2.57%
Peer Avg (YTD)
+3.99%
vs Peers
-1.42%

DVRFX Mutual Fund Performance

DVRFX performance across multiple time periods: 1-month 1.09%, YTD 2.57%, 1-year 4.10%, 3-year 8.58%, 5-year 4.48%, 10-year 4.21%.

DVRFX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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