DVOAX Mutual Fund

DVOAX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-2.03%
3 Months
-1.46%
6 Months
+5.83%
YTD
+4.70%
1 Year
+7.01%
3 Years (annualized)
+11.26%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVOAX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+2.46%
vs Peers
+2.24%

DVOAX Mutual Fund Performance

DVOAX performance across multiple time periods: 1-month -2.03%, YTD 4.70%, 1-year 7.01%, 3-year 11.26%, 5-year 4.31%, 10-year 6.85%.

DVOAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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