DVTAX Mutual Fund

DVTAX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
+1.25%
3 Months
+3.64%
6 Months
+3.31%
YTD
+3.31%
1 Year
+8.05%
3 Years (annualized)
+3.97%
5 Years (annualized)
+0.73%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+1.98%
vs Peers
+1.34%

DVTAX Mutual Fund Performance

DVTAX performance across multiple time periods: 1-month 1.25%, YTD 3.31%, 1-year 8.05%, 3-year 3.97%, 5-year 0.73%, 10-year 2.14%.

DVTAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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