DASVX Mutual Fund

DASVX Mutual Fund

NAV$18.23
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Returns Overview

1 Month
-3.87%
3 Months
-3.46%
6 Months
+14.97%
YTD
+20.23%
1 Year
+24.28%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.80%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DASVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.23%
Peer Avg (YTD)
+10.34%
vs Peers
+9.88%

DASVX Mutual Fund Performance

DASVX performance across multiple time periods: 1-month -3.87%, YTD 20.23%, 1-year 24.28%, 3-year 17.13%, 5-year 9.80%, 10-year 9.78%.

DASVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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