DCZRX Mutual Fund

NAV$35.42

Returns Overview

1 Month
-3.20%
3 Months
+8.12%
6 Months
+11.10%
YTD
+15.30%
1 Year
+31.02%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.92%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DCZRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.30%
Peer Avg (YTD)
+18.52%
vs Peers
-3.23%

DCZRX Mutual Fund Performance

DCZRX performance across multiple time periods: 1-month -3.20%, YTD 15.30%, 1-year 31.02%, 3-year 14.03%, 5-year 6.92%, 10-year 11.18%.

DCZRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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