DVZRX Mutual Fund

DVZRX Mutual Fund

NAV$80.24
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Returns Overview

1 Month
-0.91%
3 Months
+4.39%
6 Months
+13.42%
YTD
+20.65%
1 Year
+29.74%
3 Years (annualized)
+13.82%
5 Years (annualized)
+9.01%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVZRX 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 Index(^RUT)
This Mutual Fund (YTD)
+20.65%
Peer Avg (YTD)
+15.31%
vs Peers
+5.34%

DVZRX Mutual Fund Performance

DVZRX performance across multiple time periods: 1-month -0.91%, YTD 20.65%, 1-year 29.74%, 3-year 13.82%, 5-year 9.01%, 10-year 9.52%.

DVZRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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