DVSMX Mutual Fund

DVSMX Mutual Fund

NAV$31.90
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Returns Overview

1 Month
-10.04%
3 Months
-0.37%
6 Months
+5.78%
YTD
+12.49%
1 Year
+34.45%
3 Years (annualized)
+18.90%
5 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVSMX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+15.31%
vs Peers
-2.82%

DVSMX Mutual Fund Performance

DVSMX performance across multiple time periods: 1-month -10.04%, YTD 12.49%, 1-year 34.45%, 3-year 18.90%, 5-year 7.09%.

DVSMX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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