DIPSX Mutual Fund

NAV$10.97

Returns Overview

1 Month
-0.59%
3 Months
+0.84%
6 Months
+1.20%
YTD
+1.20%
1 Year
+3.18%
3 Years (annualized)
+4.03%
5 Years (annualized)
+0.96%
10 Years (annualized)
+2.46%

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
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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+3.23%
vs Peers
-2.03%

DIPSX Mutual Fund Performance

DIPSX performance across multiple time periods: 1-month -0.59%, YTD 1.20%, 1-year 3.18%, 3-year 4.03%, 5-year 0.96%, 10-year 2.46%.

DIPSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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