DHPAX Mutual Fund

DHPAX Mutual Fund

NAV$17.32
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Returns Overview

1 Month
+2.09%
3 Months
+5.22%
6 Months
+4.65%
YTD
+6.27%
1 Year
+13.35%
3 Years (annualized)
+11.75%
5 Years (annualized)
+6.68%
10 Years (annualized)
+8.08%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.54%
vs Peers
-3.27%

DHPAX Mutual Fund Performance

DHPAX performance across multiple time periods: 1-month 2.09%, YTD 6.27%, 1-year 13.35%, 3-year 11.75%, 5-year 6.68%, 10-year 8.08%.

DHPAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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