EXDVX Mutual Fund

EXDVX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-3.13%
3 Months
-4.20%
6 Months
-2.70%
YTD
-3.05%
1 Year
-1.79%
3 Years (annualized)
+2.71%
5 Years (annualized)
+0.37%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXDVX 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
Bloomberg U.S Municipal Bond Index
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
-3.84%
vs Peers
+0.79%

EXDVX Mutual Fund Performance

EXDVX performance across multiple time periods: 1-month -3.13%, YTD -3.05%, 1-year -1.79%, 3-year 2.71%, 5-year 0.37%, 10-year 1.22%.

EXDVX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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