DCAAX Mutual Fund

DCAAX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
-0.22%
3 Months
-0.99%
6 Months
-1.68%
YTD
+0.37%
1 Year
+4.69%
3 Years (annualized)
+3.00%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.09%

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)
+0.37%
Peer Avg (YTD)
+0.17%
vs Peers
+0.20%

DCAAX Mutual Fund Performance

DCAAX performance across multiple time periods: 1-month -0.22%, YTD 0.37%, 1-year 4.69%, 3-year 3.00%, 5-year -0.13%, 10-year 1.09%.

DCAAX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.86%, 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.