DFUVX Mutual Fund

DFUVX Mutual Fund

NAV$43.02
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Returns Overview

1 Month
-3.57%
3 Months
+1.23%
6 Months
+13.28%
YTD
+16.52%
1 Year
+23.34%
3 Years (annualized)
+19.45%
5 Years (annualized)
+11.97%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFUVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+10.00%
vs Peers
+6.53%

DFUVX Mutual Fund Performance

DFUVX performance across multiple time periods: 1-month -3.57%, YTD 16.52%, 1-year 23.34%, 3-year 19.45%, 5-year 11.97%, 10-year 12.05%.

DFUVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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