DPICX Mutual Fund

NAV$17.13

Returns Overview

1 Month
+0.11%
3 Months
+2.40%
6 Months
+1.22%
YTD
+1.16%
1 Year
+5.70%
3 Years (annualized)
+8.65%
5 Years (annualized)
+1.80%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPICX 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
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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
ICE Bank of America Merrill Lynch 8% Constrained Core West Prefrd & Jr Subordinated Securities Index(^IBMLCCWP)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+2.03%
vs Peers
-0.87%

DPICX Mutual Fund Performance

DPICX performance across multiple time periods: 1-month 0.11%, YTD 1.16%, 1-year 5.70%, 3-year 8.65%, 5-year 1.80%, 10-year 3.88%.

DPICX returns trail the peer average of 2.03% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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