DCOIX Mutual Fund

NAV$10.27

Returns Overview

1 Month
+1.19%
3 Months
+3.55%
6 Months
+3.64%
YTD
+3.54%
1 Year
+8.82%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.33%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCOIX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+1.79%
vs Peers
+1.76%

DCOIX Mutual Fund Performance

DCOIX performance across multiple time periods: 1-month 1.19%, YTD 3.54%, 1-year 8.82%, 3-year 4.92%, 5-year 1.33%, 10-year 2.40%.

DCOIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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