DTPIX Mutual Fund

DTPIX Mutual Fund

NAV$7.15
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Returns Overview

1 Month
+1.32%
3 Months
+3.61%
6 Months
+3.69%
YTD
+3.69%
1 Year
+9.17%
3 Years (annualized)
+4.64%
5 Years (annualized)
+1.29%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTPIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+1.79%
vs Peers
+1.90%

DTPIX Mutual Fund Performance

DTPIX performance across multiple time periods: 1-month 1.32%, YTD 3.69%, 1-year 9.17%, 3-year 4.64%, 5-year 1.29%, 10-year 2.55%.

DTPIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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