DPIIX Mutual Fund

DPIIX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-0.12%
3 Months
+0.45%
6 Months
+0.96%
YTD
+1.55%
1 Year
+5.20%
3 Years (annualized)
+8.91%
5 Years (annualized)
+2.69%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPIIX 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 Bank of America Merrill Lynch 8% Constrained Core West Prefrd & Jr Subordinated Securities Index(^IBMLCCWP)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.62%
vs Peers
-1.07%

DPIIX Mutual Fund Performance

DPIIX performance across multiple time periods: 1-month -0.12%, YTD 1.55%, 1-year 5.20%, 3-year 8.91%, 5-year 2.69%, 10-year 4.51%.

DPIIX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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