DCAVX Mutual Fund

NAV$10.10

Returns Overview

1 Month
-1.83%
3 Months
-2.02%
6 Months
+0.49%
YTD
+0.69%
1 Year
+10.86%
3 Years (annualized)
+9.36%
5 Years (annualized)
+5.09%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCAVX 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
IQ Hedge Global Macro Beta Index(^IQHGMB)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+3.78%
vs Peers
-3.08%

DCAVX Mutual Fund Performance

DCAVX performance across multiple time periods: 1-month -1.83%, YTD 0.69%, 1-year 10.86%, 3-year 9.36%, 5-year 5.09%, 10-year 3.86%.

DCAVX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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