DHPAX Mutual Fund

DHPAX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-6.50%
3 Months
-4.00%
6 Months
+3.54%
YTD
-0.06%
1 Year
+4.03%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHPAX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+6.72%
vs Peers
-6.78%

DHPAX Mutual Fund Performance

DHPAX performance across multiple time periods: 1-month -6.50%, YTD -0.06%, 1-year 4.03%, 3-year 13.26%, 5-year 6.10%, 10-year 8.03%.

DHPAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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