DCAAX Mutual Fund

DCAAX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
-4.04%
3 Months
-5.83%
6 Months
-3.55%
YTD
-3.69%
1 Year
-2.44%
3 Years (annualized)
+3.00%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAAX 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 Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
-3.69%
Peer Avg (YTD)
-3.88%
vs Peers
+0.19%

DCAAX Mutual Fund Performance

DCAAX performance across multiple time periods: 1-month -4.04%, YTD -3.69%, 1-year -2.44%, 3-year 3.00%, 5-year -0.13%, 10-year 1.09%.

DCAAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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