DASCX Mutual Fund

DASCX Mutual Fund

NAV$23.69
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Returns Overview

1 Month
+0.85%
3 Months
+8.49%
6 Months
+12.03%
YTD
+23.05%
1 Year
+33.84%
3 Years (annualized)
+10.22%
5 Years (annualized)
+8.38%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DASCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.05%
Peer Avg (YTD)
+15.31%
vs Peers
+7.74%

DASCX Mutual Fund Performance

DASCX performance across multiple time periods: 1-month 0.85%, YTD 23.05%, 1-year 33.84%, 3-year 10.22%, 5-year 8.38%, 10-year 8.44%.

DASCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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