DCAAX Mutual Fund

DCAAX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+3.06%
3 Months
-1.32%
6 Months
-1.63%
YTD
-0.74%
1 Year
-0.73%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAAX 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
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
-0.12%
vs Peers
-0.62%

DCAAX Mutual Fund Performance

DCAAX performance across multiple time periods: 1-month 3.06%, YTD -0.74%, 1-year -0.73%, 3-year 4.10%, 5-year -0.36%, 10-year 1.03%.

DCAAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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