DPLTX Mutual Fund

DPLTX Mutual Fund

NAV$5.16
See how much of DPLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.47%
3 Months
-1.97%
6 Months
+0.51%
YTD
-0.36%
1 Year
+0.95%
3 Years (annualized)
+7.82%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPLTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch US High Yield Master II Constrained Index(^ICEBOFAMLUSHYMCI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
+0.50%
vs Peers
-0.86%

DPLTX Mutual Fund Performance

DPLTX performance across multiple time periods: 1-month -2.47%, YTD -0.36%, 1-year 0.95%, 3-year 7.82%, 5-year 3.53%, 10-year 4.37%.

DPLTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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