DOCXX Mutual Fund

DOCXX Mutual Fund

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Returns Overview

1 Month
+0.19%
3 Months
+0.55%
6 Months
+1.10%
YTD
+1.61%
1 Year
+2.30%
3 Years (annualized)
+4.08%
5 Years (annualized)
+3.06%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOCXX 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
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📉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
Deutsche DWS Equity 500 Index(DEUSDWSE500I)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+2.36%
vs Peers
-0.75%

DOCXX Mutual Fund Performance

DOCXX performance across multiple time periods: 1-month 0.19%, YTD 1.61%, 1-year 2.30%, 3-year 4.08%, 5-year 3.06%, 10-year 1.39%.

DOCXX returns trail the peer average of 2.36% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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