DCREX Mutual Fund

DCREX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-6.13%
3 Months
-6.20%
6 Months
+2.61%
YTD
+5.72%
1 Year
+3.78%
3 Years (annualized)
+6.00%
5 Years (annualized)
-5.92%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCREX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+4.73%
vs Peers
+0.99%

DCREX Mutual Fund Performance

DCREX performance across multiple time periods: 1-month -6.13%, YTD 5.72%, 1-year 3.78%, 3-year 6.00%, 5-year -5.92%, 10-year 1.04%.

DCREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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