DCLVX Mutual Fund

DCLVX Mutual Fund

NAV$22.67
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Returns Overview

1 Month
-3.75%
3 Months
+1.42%
6 Months
+10.78%
YTD
+10.56%
1 Year
+16.57%
3 Years (annualized)
+17.70%
5 Years (annualized)
+10.18%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCLVX 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)
+10.56%
Peer Avg (YTD)
+10.00%
vs Peers
+0.56%

DCLVX Mutual Fund Performance

DCLVX performance across multiple time periods: 1-month -3.75%, YTD 10.56%, 1-year 16.57%, 3-year 17.70%, 5-year 10.18%, 10-year 10.35%.

DCLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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