DVRFX Mutual Fund

DVRFX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
+1.17%
3 Months
+1.10%
6 Months
+0.80%
YTD
+1.69%
1 Year
+4.21%
3 Years (annualized)
+7.85%
5 Years (annualized)
+4.34%
10 Years (annualized)
+4.10%

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)
+1.69%
Peer Avg (YTD)
+2.39%
vs Peers
-0.70%

DVRFX Mutual Fund Performance

DVRFX performance across multiple time periods: 1-month 1.17%, YTD 1.69%, 1-year 4.21%, 3-year 7.85%, 5-year 4.34%, 10-year 4.10%.

DVRFX 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.

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