DCAIX Mutual Fund

DCAIX Mutual Fund

NAV$8.21
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Returns Overview

1 Month
-0.01%
3 Months
+0.42%
6 Months
+0.82%
YTD
+1.16%
1 Year
+2.08%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.40%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BofA Merrill Lynch 3-month Treasury Bill Index PLUS 300 bps
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+4.85%
vs Peers
-3.69%

DCAIX Mutual Fund Performance

DCAIX performance across multiple time periods: 1-month -0.01%, YTD 1.16%, 1-year 2.08%, 3-year 3.11%, 5-year 1.40%, 10-year 3.50%.

DCAIX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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