DPTAX Mutual Fund

DPTAX Mutual Fund

NAV$26.80
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Returns Overview

1 Month
-0.24%
3 Months
+12.92%
6 Months
+14.37%
YTD
+2.50%
1 Year
+24.30%
3 Years (annualized)
+12.21%
5 Years (annualized)
+15.89%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPTAX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+1.65%
vs Peers
+0.85%

DPTAX Mutual Fund Performance

DPTAX performance across multiple time periods: 1-month -0.24%, YTD 2.50%, 1-year 24.30%, 3-year 12.21%, 5-year 15.89%, 10-year 11.43%.

DPTAX returns outperform the peer average of 1.65% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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