DPFAX Mutual Fund

DPFAX Mutual Fund

NAV$7.71
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Returns Overview

1 Month
+0.26%
3 Months
-0.44%
6 Months
-0.89%
YTD
-0.48%
1 Year
+1.22%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.57%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPFAX 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
HFRX Fixed Income Credit Index(^HFRXFICI)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+1.93%
vs Peers
-2.40%

DPFAX Mutual Fund Performance

DPFAX performance across multiple time periods: 1-month 0.26%, YTD -0.48%, 1-year 1.22%, 3-year 3.52%, 5-year -0.57%, 10-year 2.05%.

DPFAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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