DVZRX Mutual Fund

DVZRX Mutual Fund

NAV$75.65
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Returns Overview

1 Month
-5.45%
3 Months
-8.73%
6 Months
+5.20%
YTD
+10.12%
1 Year
+14.48%
3 Years (annualized)
+12.30%
5 Years (annualized)
+6.83%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVZRX 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 Index(^RUT)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+10.34%
vs Peers
-0.22%

DVZRX Mutual Fund Performance

DVZRX performance across multiple time periods: 1-month -5.45%, YTD 10.12%, 1-year 14.48%, 3-year 12.30%, 5-year 6.83%, 10-year 8.88%.

DVZRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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