DVTAX Mutual Fund

DVTAX Mutual Fund

NAV$10.03
See how much of DVTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.01%
3 Months
-7.76%
6 Months
-4.40%
YTD
-4.71%
1 Year
-3.84%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVTAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.71%
Peer Avg (YTD)
-3.88%
vs Peers
-0.83%

DVTAX Mutual Fund Performance

DVTAX performance across multiple time periods: 1-month -5.01%, YTD -4.71%, 1-year -3.84%, 3-year 3.54%, 5-year 0.05%, 10-year 1.82%.

DVTAX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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