DPLTX Mutual Fund

DPLTX Mutual Fund

NAV$5.17
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Returns Overview

1 Month
+0.89%
3 Months
+0.65%
6 Months
+1.86%
YTD
+2.15%
1 Year
+3.98%
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
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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)
+2.15%
Peer Avg (YTD)
+2.15%
vs Peers
-0.00%

DPLTX Mutual Fund Performance

DPLTX performance across multiple time periods: 1-month 0.89%, YTD 2.15%, 1-year 3.98%, 3-year 7.82%, 5-year 3.53%, 10-year 4.37%.

DPLTX returns trail the peer average of 2.15% 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.