DPLTX Mutual Fund

NAV$5.34

Returns Overview

1 Month
+0.14%
3 Months
+2.53%
6 Months
+1.63%
YTD
+1.63%
1 Year
+5.01%
3 Years (annualized)
+8.03%
5 Years (annualized)
+3.41%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPLTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch US High Yield Master II Constrained Index(^ICEBOFAMLUSHYMCI)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+3.23%
vs Peers
-1.60%

DPLTX Mutual Fund Performance

DPLTX performance across multiple time periods: 1-month 0.14%, YTD 1.63%, 1-year 5.01%, 3-year 8.03%, 5-year 3.41%, 10-year 4.66%.

DPLTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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