DCARX Mutual Fund

DCARX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-0.08%
3 Months
+0.11%
6 Months
+1.17%
YTD
+1.66%
1 Year
+3.18%
3 Years (annualized)
+3.08%
5 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+0.39%
vs Peers
+1.28%

DCARX Mutual Fund Performance

DCARX performance across multiple time periods: 1-month -0.08%, YTD 1.66%, 1-year 3.18%, 3-year 3.08%, 5-year 2.31%.

DCARX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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