DPREX Mutual Fund

NAV$14.85

Returns Overview

1 Month
-1.92%
3 Months
+0.09%
6 Months
+7.41%
YTD
+6.71%
1 Year
+16.76%
3 Years (annualized)
+9.30%
5 Years (annualized)
+5.84%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPREX 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

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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
Bloomberg Global Inflation-Linked Total Return Index Value Hedged USD
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+7.98%
vs Peers
-1.26%

DPREX Mutual Fund Performance

DPREX performance across multiple time periods: 1-month -1.92%, YTD 6.71%, 1-year 16.76%, 3-year 9.30%, 5-year 5.84%, 10-year 5.89%.

DPREX returns trail the peer average of 7.98% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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