DBIVX Mutual Fund

DBIVX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-2.12%
3 Months
+0.08%
6 Months
+2.88%
YTD
+2.75%
1 Year
+6.04%
3 Years (annualized)
+6.85%
5 Years (annualized)
+2.11%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBIVX 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
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📉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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+5.40%
vs Peers
-2.66%

DBIVX Mutual Fund Performance

DBIVX performance across multiple time periods: 1-month -2.12%, YTD 2.75%, 1-year 6.04%, 3-year 6.85%, 5-year 2.11%, 10-year 3.29%.

DBIVX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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