DCAIX Mutual Fund

DCAIX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
-0.50%
3 Months
-0.37%
6 Months
+0.61%
YTD
+0.79%
1 Year
+1.21%
3 Years (annualized)
+3.00%
5 Years (annualized)
+1.41%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BofA Merrill Lynch 3-month Treasury Bill Index PLUS 300 bps
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+5.11%
vs Peers
-4.32%

DCAIX Mutual Fund Performance

DCAIX performance across multiple time periods: 1-month -0.50%, YTD 0.79%, 1-year 1.21%, 3-year 3.00%, 5-year 1.41%, 10-year 3.43%.

DCAIX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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