DPIAX Mutual Fund

DPIAX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
-0.20%
3 Months
+0.32%
6 Months
+0.83%
YTD
+1.40%
1 Year
+4.92%
3 Years (annualized)
+8.62%
5 Years (annualized)
+2.42%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPIAX 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
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📉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 Bank of America Merrill Lynch 8% Constrained Core West Prefrd & Jr Subordinated Securities Index(^IBMLCCWP)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.62%
vs Peers
-1.23%

DPIAX Mutual Fund Performance

DPIAX performance across multiple time periods: 1-month -0.20%, YTD 1.40%, 1-year 4.92%, 3-year 8.62%, 5-year 2.42%, 10-year 4.21%.

DPIAX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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