DVTAX Mutual Fund

DVTAX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-0.41%
3 Months
-1.68%
6 Months
-1.94%
YTD
+0.32%
1 Year
+5.38%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.82%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+0.17%
vs Peers
+0.15%

DVTAX Mutual Fund Performance

DVTAX performance across multiple time periods: 1-month -0.41%, YTD 0.32%, 1-year 5.38%, 3-year 3.54%, 5-year 0.05%, 10-year 1.82%.

DVTAX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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