DVRUX Mutual Fund

NAV$19.58

Returns Overview

1 Month
-0.90%
3 Months
+11.03%
6 Months
+9.08%
YTD
+8.45%
1 Year
+9.66%
3 Years (annualized)
+15.00%
5 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRUX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.49%
vs Peers
-1.04%

DVRUX Mutual Fund Performance

DVRUX performance across multiple time periods: 1-month -0.90%, YTD 8.45%, 1-year 9.66%, 3-year 15.00%, 5-year 10.81%.

DVRUX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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