DVLIX Mutual Fund

DVLIX Mutual Fund

NAV$31.82
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Returns Overview

1 Month
-5.56%
3 Months
-4.75%
6 Months
+8.17%
YTD
+6.40%
1 Year
+10.59%
3 Years (annualized)
+13.73%
5 Years (annualized)
+8.13%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLIX 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)
+6.40%
Peer Avg (YTD)
+6.72%
vs Peers
-0.32%

DVLIX Mutual Fund Performance

DVLIX performance across multiple time periods: 1-month -5.56%, YTD 6.40%, 1-year 10.59%, 3-year 13.73%, 5-year 8.13%, 10-year 10.15%.

DVLIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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