DCLIX Mutual Fund

DCLIX Mutual Fund

NAV$6.50
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Returns Overview

1 Month
-2.07%
3 Months
-0.11%
6 Months
+0.65%
YTD
+1.14%
1 Year
+7.04%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.50%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+0.39%
vs Peers
+0.75%

DCLIX Mutual Fund Performance

DCLIX performance across multiple time periods: 1-month -2.07%, YTD 1.14%, 1-year 7.04%, 3-year 3.35%, 5-year 0.10%, 10-year 1.50%.

DCLIX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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