DCAVX Mutual Fund

DCAVX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-0.68%
3 Months
+0.10%
6 Months
-1.92%
YTD
+0.79%
1 Year
+10.38%
3 Years (annualized)
+9.55%
5 Years (annualized)
+4.67%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAVX 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
IQ Hedge Global Macro Beta Index(^IQHGMB)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+5.11%
vs Peers
-4.32%

DCAVX Mutual Fund Performance

DCAVX performance across multiple time periods: 1-month -0.68%, YTD 0.79%, 1-year 10.38%, 3-year 9.55%, 5-year 4.67%, 10-year 3.81%.

DCAVX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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