DCUCX Mutual Fund

NAV$16.68

Returns Overview

1 Month
+0.70%
3 Months
+11.14%
6 Months
+9.30%
YTD
+8.63%
1 Year
+27.52%
3 Years (annualized)
+16.55%
5 Years (annualized)
+9.95%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCUCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+9.49%
vs Peers
-0.86%

DCUCX Mutual Fund Performance

DCUCX performance across multiple time periods: 1-month 0.70%, YTD 8.63%, 1-year 27.52%, 3-year 16.55%, 5-year 9.95%, 10-year 8.27%.

DCUCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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