DVRIX Mutual Fund

DVRIX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-1.08%
3 Months
+1.18%
6 Months
+2.24%
YTD
+2.24%
1 Year
+3.48%
3 Years (annualized)
+9.27%
5 Years (annualized)
+5.42%
10 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRIX 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
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📉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)
+2.24%
Peer Avg (YTD)
+5.40%
vs Peers
-3.16%

DVRIX Mutual Fund Performance

DVRIX performance across multiple time periods: 1-month -1.08%, YTD 2.24%, 1-year 3.48%, 3-year 9.27%, 5-year 5.42%, 10-year 5.22%.

DVRIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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