DURPX Mutual Fund

NAV$30.46

Returns Overview

1 Month
+1.41%
3 Months
+13.35%
6 Months
+10.29%
YTD
+10.13%
1 Year
+18.43%
3 Years (annualized)
+17.54%
5 Years (annualized)
+11.88%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+9.51%
vs Peers
+0.62%

DURPX Mutual Fund Performance

DURPX performance across multiple time periods: 1-month 1.41%, YTD 10.13%, 1-year 18.43%, 3-year 17.54%, 5-year 11.88%.

DURPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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