DVSMX Mutual Fund

DVSMX Mutual Fund

NAV$27.19
See how much of DVSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.77%
3 Months
-7.67%
6 Months
-8.00%
YTD
+1.73%
1 Year
+2.17%
3 Years (annualized)
+22.48%
5 Years (annualized)
+2.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+12.21%
vs Peers
-10.48%

DVSMX Mutual Fund Performance

DVSMX performance across multiple time periods: 1-month -2.77%, YTD 1.73%, 1-year 2.17%, 3-year 22.48%, 5-year 2.96%.

DVSMX returns trail the peer average of 12.21% 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.