DIVPX Mutual Fund

DIVPX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
+0.85%
3 Months
+2.21%
6 Months
+8.62%
YTD
+8.25%
1 Year
+11.75%
3 Years (annualized)
+10.21%
5 Years (annualized)
+7.28%
10 Years (annualized)
+7.06%

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)
+8.25%
Peer Avg (YTD)
+4.75%
vs Peers
+3.51%

DIVPX Mutual Fund Performance

DIVPX performance across multiple time periods: 1-month 0.85%, YTD 8.25%, 1-year 11.75%, 3-year 10.21%, 5-year 7.28%, 10-year 7.06%.

DIVPX returns outperform the peer average of 4.75% 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.