DCUAX Mutual Fund

NAV$16.24

Returns Overview

1 Month
+0.81%
3 Months
+11.43%
6 Months
+9.83%
YTD
+9.16%
1 Year
+28.69%
3 Years (annualized)
+17.55%
5 Years (annualized)
+10.86%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCUAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+9.49%
vs Peers
-0.33%

DCUAX Mutual Fund Performance

DCUAX performance across multiple time periods: 1-month 0.81%, YTD 9.16%, 1-year 28.69%, 3-year 17.55%, 5-year 10.86%, 10-year 9.06%.

DCUAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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