DTSVX Mutual Fund

DTSVX Mutual Fund

NAV$30.18
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Returns Overview

1 Month
-5.61%
3 Months
-5.34%
6 Months
+12.34%
YTD
+16.79%
1 Year
+21.20%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.32%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTSVX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+10.34%
vs Peers
+6.45%

DTSVX Mutual Fund Performance

DTSVX performance across multiple time periods: 1-month -5.61%, YTD 16.79%, 1-year 21.20%, 3-year 17.53%, 5-year 10.32%, 10-year 9.08%.

DTSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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