DCAYX Mutual Fund

DCAYX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+3.14%
3 Months
-1.20%
6 Months
-1.44%
YTD
-0.44%
1 Year
-0.45%
3 Years (annualized)
+4.38%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.26%

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
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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)
-0.44%
Peer Avg (YTD)
-0.12%
vs Peers
-0.32%

DCAYX Mutual Fund Performance

DCAYX performance across multiple time periods: 1-month 3.14%, YTD -0.44%, 1-year -0.45%, 3-year 4.38%, 5-year -0.18%, 10-year 1.26%.

DCAYX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.56%, 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.