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Davenport Balanced Income (DBALX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.75
+0.01
(+0.08%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
3.51%
5-Year Average Return
4.63%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (Jun 20, 2024)
18.55%
Worst 1 Yr Total Return (Jun 20, 2024)
N/A
Best 3-Yr Total Return
18.55%
Worst 3-Yr Total Return
1.71%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
DBALX
Category
YTD
3.91%
9.69%
1-Month
2.71%
0.91%
3-Month
3.33%
5.21%
1-Year
11.65%
27.06%
3-Year
1.13%
11.00%
5-Year
5.52%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
13.92%
15.58%
Last Bear Market
-8.55%
-12.16%
Annual Total Return (%) History
Year
DBALX
Category
2024
N/A
N/A
2023
7.81%
N/A
2022
-11.03%
N/A
2021
14.18%
N/A
2020
3.58%
11.72%
2019
18.55%
19.23%
2018
-7.56%
-5.76%
2017
11.11%
13.21%
2016
9.16%
7.34%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.07%
N/A
N/A
N/A
2023
1.69%
1.73%
-2.38%
6.76%
2022
-1.46%
-8.55%
-5.40%
4.37%
2021
4.66%
3.90%
-0.17%
5.18%
2020
-18.57%
10.40%
5.60%
9.12%
2019
7.96%
2.58%
2.46%
4.47%
2018
-3.43%
0.24%
3.64%
-7.86%
2017
2.37%
1.64%
2.81%
3.87%
2016
2.90%
2.85%
1.04%
2.08%
Rank In Category (By Total Return)
YTD
76
1-Month
74
3-Month
13
1-Year
86
3-Year
83
5-Year
89
Load Adjusted Returns
1-Year
11.65%
3-Year
1.13%
5-Year
5.52%
10-Year
N/A
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