DVRPX Mutual Fund

DVRPX Mutual Fund

NAV$17.43
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Returns Overview

1 Month
+1.51%
YTD
+0.93%
1 Year
+14.87%
3 Years (annualized)
+17.41%
5 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+11.41%
vs Peers
-10.49%

DVRPX Mutual Fund Performance

DVRPX performance across multiple time periods: 1-month 1.51%, YTD 0.93%, 1-year 14.87%, 3-year 17.41%, 5-year 14.04%.

DVRPX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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