DCAAX Mutual Fund

NAV$13.41

Returns Overview

1 Month
+0.89%
3 Months
+2.42%
6 Months
+2.28%
YTD
+2.28%
1 Year
+6.70%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+1.98%
vs Peers
+0.31%

DCAAX Mutual Fund Performance

DCAAX performance across multiple time periods: 1-month 0.89%, YTD 2.28%, 1-year 6.70%, 3-year 3.33%, 5-year 0.34%, 10-year 1.27%.

DCAAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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