DCREX Mutual Fund

NAV$14.06

Returns Overview

1 Month
+5.16%
3 Months
+7.33%
6 Months
+16.68%
YTD
+18.35%
1 Year
+9.74%
3 Years (annualized)
+6.33%
5 Years (annualized)
-4.75%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCREX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+11.24%
vs Peers
+7.11%

DCREX Mutual Fund Performance

DCREX performance across multiple time periods: 1-month 5.16%, YTD 18.35%, 1-year 9.74%, 3-year 6.33%, 5-year -4.75%, 10-year 2.74%.

DCREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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