DCSVX Mutual Fund

DCSVX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-3.95%
3 Months
-3.68%
6 Months
+14.45%
YTD
+19.48%
1 Year
+23.31%
3 Years (annualized)
+16.25%
5 Years (annualized)
+8.97%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCSVX 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)
+19.48%
Peer Avg (YTD)
+10.34%
vs Peers
+9.14%

DCSVX Mutual Fund Performance

DCSVX performance across multiple time periods: 1-month -3.95%, YTD 19.48%, 1-year 23.31%, 3-year 16.25%, 5-year 8.97%, 10-year 8.95%.

DCSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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