DCUIX Mutual Fund

DCUIX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
+6.28%
3 Months
+6.80%
6 Months
+15.94%
YTD
+19.65%
1 Year
+29.00%
3 Years (annualized)
+24.27%
5 Years (annualized)
+12.60%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCUIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.65%
Peer Avg (YTD)
+12.44%
vs Peers
+7.21%

DCUIX Mutual Fund Performance

DCUIX performance across multiple time periods: 1-month 6.28%, YTD 19.65%, 1-year 29.00%, 3-year 24.27%, 5-year 12.60%, 10-year 10.17%.

DCUIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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