DHPAX Mutual Fund

NAV$17.26

Returns Overview

1 Month
+4.23%
3 Months
+7.85%
6 Months
+4.94%
YTD
+4.10%
1 Year
+30.68%
3 Years (annualized)
+19.34%
5 Years (annualized)
+10.39%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHPAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+10.82%
vs Peers
-6.72%

DHPAX Mutual Fund Performance

DHPAX performance across multiple time periods: 1-month 4.23%, YTD 4.10%, 1-year 30.68%, 3-year 19.34%, 5-year 10.39%, 10-year 10.35%.

DHPAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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