DIVPX Mutual Fund

NAV$19.01

Returns Overview

1 Month
-0.90%
3 Months
+6.10%
6 Months
+5.02%
YTD
+4.96%
1 Year
+10.42%
3 Years (annualized)
+9.59%
5 Years (annualized)
+7.11%
10 Years (annualized)
+7.19%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+3.47%
vs Peers
+1.48%

DIVPX Mutual Fund Performance

DIVPX performance across multiple time periods: 1-month -0.90%, YTD 4.96%, 1-year 10.42%, 3-year 9.59%, 5-year 7.11%, 10-year 7.19%.

DIVPX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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