DVRKX Mutual Fund

DVRKX Mutual Fund

NAV$14.80
See how much of DVRKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.08%
3 Months
+1.17%
6 Months
+2.23%
YTD
+2.23%
1 Year
+3.46%
3 Years (annualized)
+9.23%
5 Years (annualized)
+5.40%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.23%
Peer Avg (YTD)
+5.40%
vs Peers
-3.17%

DVRKX Mutual Fund Performance

DVRKX performance across multiple time periods: 1-month -1.08%, YTD 2.23%, 1-year 3.46%, 3-year 9.23%, 5-year 5.40%, 10-year 5.21%.

DVRKX 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.

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