DEVCX Mutual Fund

DEVCX Mutual Fund

NAV$47.80
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Returns Overview

1 Month
-2.68%
3 Months
+2.02%
6 Months
+5.97%
YTD
+16.64%
1 Year
+18.74%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEVCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.64%
Peer Avg (YTD)
+15.20%
vs Peers
+1.44%

DEVCX Mutual Fund Performance

DEVCX performance across multiple time periods: 1-month -2.68%, YTD 16.64%, 1-year 18.74%, 3-year 13.09%, 5-year 6.78%, 10-year 8.22%.

DEVCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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