DIVPX Mutual Fund

DIVPX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
+2.28%
3 Months
+3.24%
6 Months
+7.65%
YTD
+7.34%
1 Year
+11.59%
3 Years (annualized)
+10.11%
5 Years (annualized)
+7.36%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIVPX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+2.39%
vs Peers
+4.96%

DIVPX Mutual Fund Performance

DIVPX performance across multiple time periods: 1-month 2.28%, YTD 7.34%, 1-year 11.59%, 3-year 10.11%, 5-year 7.36%, 10-year 7.27%.

DIVPX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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