DCIOX Mutual Fund

NAV$7.64

Returns Overview

1 Month
+0.41%
3 Months
+3.50%
6 Months
+3.06%
YTD
+3.20%
1 Year
+5.49%
3 Years (annualized)
+7.03%
5 Years (annualized)
+1.30%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCIOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar High Yield Bond Category
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+0.99%
vs Peers
+2.20%

DCIOX Mutual Fund Performance

DCIOX performance across multiple time periods: 1-month 0.41%, YTD 3.20%, 1-year 5.49%, 3-year 7.03%, 5-year 1.30%, 10-year 0.58%.

DCIOX returns outperform the peer average of 0.99% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

DCIOX performance comparison shows side-by-side returns with another fund. DCIOX alternatives are available in the Mutual Fund Screener.