DPWRX Mutual Fund

DPWRX Mutual Fund

NAV$67.83
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Returns Overview

1 Month
+3.37%
3 Months
+2.86%
6 Months
+4.47%
YTD
+4.73%
1 Year
+11.50%
3 Years (annualized)
+9.42%
5 Years (annualized)
+6.19%
10 Years (annualized)
+12.07%

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
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📉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)
+4.73%
Peer Avg (YTD)
+6.23%
vs Peers
-1.50%

DPWRX Mutual Fund Performance

DPWRX performance across multiple time periods: 1-month 3.37%, YTD 4.73%, 1-year 11.50%, 3-year 9.42%, 5-year 6.19%, 10-year 12.07%.

DPWRX returns trail the peer average of 6.23% 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.