DSPIX Mutual Fund

NAV$49.23

Returns Overview

1 Month
-0.98%
3 Months
+15.12%
6 Months
+10.09%
YTD
+9.85%
1 Year
+22.07%
3 Years (annualized)
+11.37%
5 Years (annualized)
+8.01%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+9.51%
vs Peers
+0.34%

DSPIX Mutual Fund Performance

DSPIX performance across multiple time periods: 1-month -0.98%, YTD 9.85%, 1-year 22.07%, 3-year 11.37%, 5-year 8.01%, 10-year 12.39%.

DSPIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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