DVSMX Mutual Fund

DVSMX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-5.60%
3 Months
-14.57%
6 Months
+7.35%
YTD
+4.63%
1 Year
+12.58%
3 Years (annualized)
+19.82%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVSMX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+10.34%
vs Peers
-5.72%

DVSMX Mutual Fund Performance

DVSMX performance across multiple time periods: 1-month -5.60%, YTD 4.63%, 1-year 12.58%, 3-year 19.82%, 5-year 6.22%.

DVSMX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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