DCLIX Mutual Fund

NAV$6.54

Returns Overview

1 Month
+1.40%
3 Months
+3.26%
6 Months
+3.28%
YTD
+3.28%
1 Year
+8.43%
3 Years (annualized)
+4.17%
5 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCLIX 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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+1.98%
vs Peers
+1.30%

DCLIX Mutual Fund Performance

DCLIX performance across multiple time periods: 1-month 1.40%, YTD 3.28%, 1-year 8.43%, 3-year 4.17%, 5-year 0.69%.

DCLIX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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