DCUIX Mutual Fund

DCUIX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
+2.55%
3 Months
+8.56%
6 Months
+10.38%
YTD
+12.03%
1 Year
+29.69%
3 Years (annualized)
+17.78%
5 Years (annualized)
+11.33%
10 Years (annualized)
+9.25%

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)
+12.03%
Peer Avg (YTD)
+11.41%
vs Peers
+0.62%

DCUIX Mutual Fund Performance

DCUIX performance across multiple time periods: 1-month 2.55%, YTD 12.03%, 1-year 29.69%, 3-year 17.78%, 5-year 11.33%, 10-year 9.25%.

DCUIX returns outperform the peer average of 11.41% 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.