DPIIX Mutual Fund

NAV$16.94

Returns Overview

1 Month
+0.26%
3 Months
+2.69%
6 Months
+1.73%
YTD
+1.67%
1 Year
+6.83%
3 Years (annualized)
+9.77%
5 Years (annualized)
+2.83%
10 Years (annualized)
+4.76%

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
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)
+1.67%
Peer Avg (YTD)
+2.03%
vs Peers
-0.36%

DPIIX Mutual Fund Performance

DPIIX performance across multiple time periods: 1-month 0.26%, YTD 1.67%, 1-year 6.83%, 3-year 9.77%, 5-year 2.83%, 10-year 4.76%.

DPIIX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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