DCAYX Mutual Fund

DCAYX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-1.63%
3 Months
-0.24%
6 Months
+0.14%
YTD
+0.77%
1 Year
+5.97%
3 Years (annualized)
+3.00%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAYX 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
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.39%
vs Peers
+0.38%

DCAYX Mutual Fund Performance

DCAYX performance across multiple time periods: 1-month -1.63%, YTD 0.77%, 1-year 5.97%, 3-year 3.00%, 10-year 1.42%.

DCAYX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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