DASCX Mutual Fund

DASCX Mutual Fund

NAV$22.38
See how much of DASCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.39%
3 Months
-5.71%
6 Months
+10.99%
YTD
+14.09%
1 Year
+18.66%
3 Years (annualized)
+11.42%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DASCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+10.34%
vs Peers
+3.74%

DASCX Mutual Fund Performance

DASCX performance across multiple time periods: 1-month -5.39%, YTD 14.09%, 1-year 18.66%, 3-year 11.42%, 5-year 7.78%, 10-year 8.24%.

DASCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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