DPWRX Mutual Fund

DPWRX Mutual Fund

NAV$68.44
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Returns Overview

1 Month
+1.76%
3 Months
+2.26%
6 Months
+7.14%
YTD
+6.57%
1 Year
+11.44%
3 Years (annualized)
+11.43%
5 Years (annualized)
+6.45%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPWRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+8.51%
vs Peers
-1.94%

DPWRX Mutual Fund Performance

DPWRX performance across multiple time periods: 1-month 1.76%, YTD 6.57%, 1-year 11.44%, 3-year 11.43%, 5-year 6.45%, 10-year 14.66%.

DPWRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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