DVTAX Mutual Fund

DVTAX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
-2.49%
3 Months
-0.48%
6 Months
+0.12%
YTD
+0.74%
1 Year
+6.71%
3 Years (annualized)
+3.02%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.85%

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)
+0.74%
Peer Avg (YTD)
+0.39%
vs Peers
+0.35%

DVTAX Mutual Fund Performance

DVTAX performance across multiple time periods: 1-month -2.49%, YTD 0.74%, 1-year 6.71%, 3-year 3.02%, 5-year 0.04%, 10-year 1.85%.

DVTAX returns outperform the peer average of 0.39% 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.