DCFRX Mutual Fund

DCFRX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+0.75%
3 Months
+1.09%
6 Months
+3.53%
YTD
+2.80%
1 Year
+3.10%
3 Years (annualized)
+5.91%
5 Years (annualized)
+4.77%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCFRX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+2.15%
vs Peers
+0.64%

DCFRX Mutual Fund Performance

DCFRX performance across multiple time periods: 1-month 0.75%, YTD 2.80%, 1-year 3.10%, 3-year 5.91%, 5-year 4.77%, 10-year 3.41%.

DCFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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