DPTRX Mutual Fund

NAV$31.48

Returns Overview

1 Month
-0.24%
3 Months
+11.35%
6 Months
+12.96%
YTD
+2.53%
1 Year
+23.40%
3 Years (annualized)
+12.69%
5 Years (annualized)
+16.65%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPTRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+1.65%
vs Peers
+0.88%

DPTRX Mutual Fund Performance

DPTRX performance across multiple time periods: 1-month -0.24%, YTD 2.53%, 1-year 23.40%, 3-year 12.69%, 5-year 16.65%, 10-year 12.37%.

DPTRX returns outperform the peer average of 1.65% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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