DCARX Mutual Fund

DCARX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
-0.94%
3 Months
-0.77%
6 Months
-0.02%
YTD
+0.97%
1 Year
+2.00%
3 Years (annualized)
+3.51%
5 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCARX 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
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
-3.88%
vs Peers
+4.85%

DCARX Mutual Fund Performance

DCARX performance across multiple time periods: 1-month -0.94%, YTD 0.97%, 1-year 2.00%, 3-year 3.51%, 5-year 2.49%.

DCARX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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