DVRHX Mutual Fund

DVRHX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-1.10%
3 Months
+1.05%
6 Months
+1.99%
YTD
+1.84%
1 Year
+3.01%
3 Years (annualized)
+8.64%
5 Years (annualized)
+4.83%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRHX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+5.40%
vs Peers
-3.56%

DVRHX Mutual Fund Performance

DVRHX performance across multiple time periods: 1-month -1.10%, YTD 1.84%, 1-year 3.01%, 3-year 8.64%, 5-year 4.83%, 10-year 4.66%.

DVRHX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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