DIPSX Mutual Fund

DIPSX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
+0.09%
3 Months
-1.22%
6 Months
-3.01%
YTD
+0.56%
1 Year
+0.71%
3 Years (annualized)
+0.46%
5 Years (annualized)
-4.18%
10 Years (annualized)
-0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIPSX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+2.15%
vs Peers
-1.59%

DIPSX Mutual Fund Performance

DIPSX performance across multiple time periods: 1-month 0.09%, YTD 0.56%, 1-year 0.71%, 3-year 0.46%, 5-year -4.18%, 10-year -0.98%.

DIPSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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