DALVX Mutual Fund

DALVX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
-3.68%
3 Months
+1.64%
6 Months
+11.21%
YTD
+11.16%
1 Year
+17.50%
3 Years (annualized)
+18.59%
5 Years (annualized)
+11.01%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DALVX 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
Morningstar Large Cap Value Category
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+10.00%
vs Peers
+1.17%

DALVX Mutual Fund Performance

DALVX performance across multiple time periods: 1-month -3.68%, YTD 11.16%, 1-year 17.50%, 3-year 18.59%, 5-year 11.01%, 10-year 11.18%.

DALVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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