DPIAX Mutual Fund

NAV$17.02

Returns Overview

1 Month
+0.23%
3 Months
+2.61%
6 Months
+1.66%
YTD
+1.60%
1 Year
+6.53%
3 Years (annualized)
+9.49%
5 Years (annualized)
+2.58%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 8% Constrained Core West Prefrd & Jr Subordinated Securities Index(^IBMLCCWP)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+2.03%
vs Peers
-0.44%

DPIAX Mutual Fund Performance

DPIAX performance across multiple time periods: 1-month 0.23%, YTD 1.60%, 1-year 6.53%, 3-year 9.49%, 5-year 2.58%, 10-year 4.46%.

DPIAX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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