DVFYX Mutual Fund

DVFYX Mutual Fund

NAV$81.61
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Returns Overview

1 Month
-6.74%
3 Months
-2.69%
6 Months
+6.76%
YTD
-3.40%
1 Year
+5.31%
3 Years (annualized)
+25.61%
5 Years (annualized)
+13.55%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVFYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.40%
Peer Avg (YTD)
+7.91%
vs Peers
-11.31%

DVFYX Mutual Fund Performance

DVFYX performance across multiple time periods: 1-month -6.74%, YTD -3.40%, 1-year 5.31%, 3-year 25.61%, 5-year 13.55%, 10-year 13.02%.

DVFYX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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