DCFRX Mutual Fund

DCFRX Mutual Fund

NAV$8.23
See how much of DCFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
-0.53%
6 Months
+0.56%
YTD
+1.49%
1 Year
+1.70%
3 Years (annualized)
+5.54%
5 Years (annualized)
+4.45%
10 Years (annualized)
+3.20%

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
PROUpgrade to run

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)
+1.49%
Peer Avg (YTD)
+1.93%
vs Peers
-0.43%

DCFRX Mutual Fund Performance

DCFRX performance across multiple time periods: 1-month -1.09%, YTD 1.49%, 1-year 1.70%, 3-year 5.54%, 5-year 4.45%, 10-year 3.20%.

DCFRX returns trail the peer average of 1.93% 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.