DVLCX Mutual Fund

DVLCX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
-5.62%
3 Months
-5.00%
6 Months
+7.59%
YTD
+5.56%
1 Year
+9.41%
3 Years (annualized)
+10.88%
5 Years (annualized)
+6.07%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLCX 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 Midcap Value Index
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+6.72%
vs Peers
-1.16%

DVLCX Mutual Fund Performance

DVLCX performance across multiple time periods: 1-month -5.62%, YTD 5.56%, 1-year 9.41%, 3-year 10.88%, 5-year 6.07%, 10-year 7.05%.

DVLCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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