DPFAX Mutual Fund

DPFAX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
-0.81%
3 Months
-0.98%
6 Months
-0.67%
YTD
-0.74%
1 Year
+1.31%
3 Years (annualized)
+2.74%
5 Years (annualized)
-0.13%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPFAX 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
HFRX Fixed Income Credit Index(^HFRXFICI)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+0.50%
vs Peers
-1.24%

DPFAX Mutual Fund Performance

DPFAX performance across multiple time periods: 1-month -0.81%, YTD -0.74%, 1-year 1.31%, 3-year 2.74%, 5-year -0.13%, 10-year 2.36%.

DPFAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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