DMBVX Mutual Fund

DMBVX Mutual Fund

NAV$11.42
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Returns Overview

1 Month
-4.13%
3 Months
-5.72%
6 Months
-3.06%
YTD
-2.98%
1 Year
-1.49%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.56%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DMBVX 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
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
-2.98%
Peer Avg (YTD)
-3.84%
vs Peers
+0.86%

DMBVX Mutual Fund Performance

DMBVX performance across multiple time periods: 1-month -4.13%, YTD -2.98%, 1-year -1.49%, 3-year 3.81%, 5-year 0.56%, 10-year 2.07%.

DMBVX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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