DASCX Mutual Fund

DASCX Mutual Fund

NAV$22.37
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Returns Overview

1 Month
-1.18%
3 Months
+6.03%
6 Months
+9.41%
YTD
+21.59%
1 Year
+24.18%
3 Years (annualized)
+11.42%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.24%

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)
+21.59%
Peer Avg (YTD)
+15.20%
vs Peers
+6.39%

DASCX Mutual Fund Performance

DASCX performance across multiple time periods: 1-month -1.18%, YTD 21.59%, 1-year 24.18%, 3-year 11.42%, 5-year 7.78%, 10-year 8.24%.

DASCX returns outperform the peer average of 15.20% 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.