DOPIX Mutual Fund

NAV$36.09

Returns Overview

1 Month
+6.03%
3 Months
+8.33%
6 Months
+13.22%
YTD
+5.00%
1 Year
+11.69%
3 Years (annualized)
+5.18%
5 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOPIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+3.66%
vs Peers
+1.34%

DOPIX Mutual Fund Performance

DOPIX performance across multiple time periods: 1-month 6.03%, YTD 5.00%, 1-year 11.69%, 3-year 5.18%, 5-year 6.59%.

DOPIX returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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