DRSVX Mutual Fund

DRSVX Mutual Fund

NAV$21.96
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Returns Overview

1 Month
-5.08%
3 Months
-7.21%
6 Months
+6.81%
YTD
+13.40%
1 Year
+14.61%
3 Years (annualized)
+12.83%
5 Years (annualized)
+9.94%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRSVX 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)
+13.40%
Peer Avg (YTD)
+10.34%
vs Peers
+3.06%

DRSVX Mutual Fund Performance

DRSVX performance across multiple time periods: 1-month -5.08%, YTD 13.40%, 1-year 14.61%, 3-year 12.83%, 5-year 9.94%, 10-year 9.20%.

DRSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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