DOCXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.19%
3 Months
+0.54%
6 Months
+1.05%
YTD
+1.05%
1 Year
+2.45%
3 Years (annualized)
+4.18%
5 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOCXX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Deutsche DWS Equity 500 Index(DEUSDWSE500I)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+1.70%
vs Peers
-0.65%

DOCXX Mutual Fund Performance

DOCXX performance across multiple time periods: 1-month 0.19%, YTD 1.05%, 1-year 2.45%, 3-year 4.18%, 5-year 2.99%.

DOCXX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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