DVFTX Mutual Fund

DVFTX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-5.00%
3 Months
-7.95%
6 Months
-4.69%
YTD
-5.17%
1 Year
-4.57%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVFTX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.17%
Peer Avg (YTD)
-3.88%
vs Peers
-1.29%

DVFTX Mutual Fund Performance

DVFTX performance across multiple time periods: 1-month -5.00%, YTD -5.17%, 1-year -4.57%, 3-year 2.73%, 5-year -0.70%, 10-year 1.06%.

DVFTX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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