DFSVX Mutual Fund

DFSVX Mutual Fund

NAV$59.96
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Returns Overview

1 Month
-5.19%
3 Months
-2.81%
6 Months
+7.92%
YTD
+14.13%
1 Year
+19.19%
3 Years (annualized)
+16.66%
5 Years (annualized)
+11.97%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSVX 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)
+14.13%
Peer Avg (YTD)
+10.34%
vs Peers
+3.79%

DFSVX Mutual Fund Performance

DFSVX performance across multiple time periods: 1-month -5.19%, YTD 14.13%, 1-year 19.19%, 3-year 16.66%, 5-year 11.97%, 10-year 11.48%.

DFSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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