DVRLX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+0.76%
3 Months
+1.04%
6 Months
+1.47%
YTD
+1.11%
1 Year
+4.29%
3 Years (annualized)
+8.86%
5 Years (annualized)
+5.39%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRLX 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

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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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+3.47%
vs Peers
-2.36%

DVRLX Mutual Fund Performance

DVRLX performance across multiple time periods: 1-month 0.76%, YTD 1.11%, 1-year 4.29%, 3-year 8.86%, 5-year 5.39%, 10-year 5.15%.

DVRLX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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