DURPX Mutual Fund

DURPX Mutual Fund

NAV$30.52
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Returns Overview

1 Month
+2.50%
3 Months
+2.56%
6 Months
+8.21%
YTD
+11.38%
1 Year
+15.35%
3 Years (annualized)
+17.19%
5 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DURPX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+11.21%
vs Peers
+0.17%

DURPX Mutual Fund Performance

DURPX performance across multiple time periods: 1-month 2.50%, YTD 11.38%, 1-year 15.35%, 3-year 17.19%, 5-year 11.16%.

DURPX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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