DLPIX Mutual Fund

DLPIX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+0.54%
3 Months
+0.80%
6 Months
+1.26%
YTD
+2.18%
1 Year
+4.54%
3 Years (annualized)
+7.15%
5 Years (annualized)
+3.07%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLPIX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+2.15%
vs Peers
+0.02%

DLPIX Mutual Fund Performance

DLPIX performance across multiple time periods: 1-month 0.54%, YTD 2.18%, 1-year 4.54%, 3-year 7.15%, 5-year 3.07%, 10-year 3.57%.

DLPIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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