DPRSX Mutual Fund

NAV$14.88

Returns Overview

1 Month
-1.84%
3 Months
+0.22%
6 Months
+7.60%
YTD
+6.91%
1 Year
+17.06%
3 Years (annualized)
+9.61%
5 Years (annualized)
+6.12%
10 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPRSX 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
Bloomberg Global Inflation-Linked Total Return Index Value Hedged USD
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+7.98%
vs Peers
-1.07%

DPRSX Mutual Fund Performance

DPRSX performance across multiple time periods: 1-month -1.84%, YTD 6.91%, 1-year 17.06%, 3-year 9.61%, 5-year 6.12%, 10-year 5.96%.

DPRSX returns trail the peer average of 7.98% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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