DPFNX Mutual Fund

DPFNX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
-0.78%
3 Months
-0.91%
6 Months
-0.53%
YTD
-0.55%
1 Year
+1.56%
3 Years (annualized)
+3.03%
5 Years (annualized)
+0.14%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPFNX 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)
-0.55%
Peer Avg (YTD)
+0.50%
vs Peers
-1.05%

DPFNX Mutual Fund Performance

DPFNX performance across multiple time periods: 1-month -0.78%, YTD -0.55%, 1-year 1.56%, 3-year 3.03%, 5-year 0.14%, 10-year 2.62%.

DPFNX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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