DCUIX Mutual Fund

DCUIX Mutual Fund

NAV$16.86
See how much of DCUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.61%
3 Months
+3.05%
6 Months
+14.84%
YTD
+12.58%
1 Year
+22.10%
3 Years (annualized)
+20.51%
5 Years (annualized)
+11.94%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCUIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+10.00%
vs Peers
+2.58%

DCUIX Mutual Fund Performance

DCUIX performance across multiple time periods: 1-month -4.61%, YTD 12.58%, 1-year 22.10%, 3-year 20.51%, 5-year 11.94%, 10-year 9.88%.

DCUIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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