DCLIX Mutual Fund

DCLIX Mutual Fund

NAV$6.19
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Returns Overview

1 Month
-4.48%
3 Months
-6.90%
6 Months
-3.87%
YTD
-3.85%
1 Year
-2.23%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCLIX 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 California Exempt Municipal Bond Index
This Mutual Fund (YTD)
-3.85%
Peer Avg (YTD)
-3.88%
vs Peers
+0.03%

DCLIX Mutual Fund Performance

DCLIX performance across multiple time periods: 1-month -4.48%, YTD -3.85%, 1-year -2.23%, 3-year 3.58%, 5-year 0.16%, 10-year 1.50%.

DCLIX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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