DIPSX Mutual Fund

DIPSX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
+2.66%
3 Months
+0.01%
6 Months
-1.03%
YTD
+0.48%
1 Year
+0.04%
3 Years (annualized)
+4.96%
5 Years (annualized)
+0.23%
10 Years (annualized)
+2.43%

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)
+0.48%
Peer Avg (YTD)
+1.93%
vs Peers
-1.45%

DIPSX Mutual Fund Performance

DIPSX performance across multiple time periods: 1-month 2.66%, YTD 0.48%, 1-year 0.04%, 3-year 4.96%, 5-year 0.23%, 10-year 2.43%.

DIPSX returns trail the peer average of 1.93% 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.