DVRKX Mutual Fund

DVRKX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
+1.02%
3 Months
+3.06%
6 Months
+1.16%
YTD
+3.34%
1 Year
+5.62%
3 Years (annualized)
+9.23%
5 Years (annualized)
+5.40%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRKX 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)
+3.34%
Peer Avg (YTD)
+4.75%
vs Peers
-1.40%

DVRKX Mutual Fund Performance

DVRKX performance across multiple time periods: 1-month 1.02%, YTD 3.34%, 1-year 5.62%, 3-year 9.23%, 5-year 5.40%, 10-year 5.21%.

DVRKX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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