DCFRX Mutual Fund

NAV$8.31

Returns Overview

1 Month
-0.24%
3 Months
-0.60%
6 Months
-1.42%
YTD
-1.77%
1 Year
+3.62%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.61%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCFRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
+3.23%
vs Peers
-5.00%

DCFRX Mutual Fund Performance

DCFRX performance across multiple time periods: 1-month -0.24%, YTD -1.77%, 1-year 3.62%, 3-year 6.60%, 5-year 4.61%, 10-year 3.48%.

DCFRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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