DHPIX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+4.23%
3 Months
+7.92%
6 Months
+5.14%
YTD
+4.23%
1 Year
+30.75%
3 Years (annualized)
+19.60%
5 Years (annualized)
+10.66%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHPIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+10.82%
vs Peers
-6.59%

DHPIX Mutual Fund Performance

DHPIX performance across multiple time periods: 1-month 4.23%, YTD 4.23%, 1-year 30.75%, 3-year 19.60%, 5-year 10.66%, 10-year 10.65%.

DHPIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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