DCIOX Mutual Fund

DCIOX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
-1.83%
3 Months
-2.57%
6 Months
+0.84%
YTD
+0.55%
1 Year
+0.99%
3 Years (annualized)
+6.57%
5 Years (annualized)
+0.96%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCIOX 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
Morningstar High Yield Bond Category
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
-1.59%
vs Peers
+2.13%

DCIOX Mutual Fund Performance

DCIOX performance across multiple time periods: 1-month -1.83%, YTD 0.55%, 1-year 0.99%, 3-year 6.57%, 5-year 0.96%, 10-year 0.49%.

DCIOX returns outperform the peer average of -1.59% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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