DPIAX Mutual Fund

DPIAX Mutual Fund

NAV$16.56
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Returns Overview

1 Month
-1.81%
3 Months
-1.49%
6 Months
+1.08%
YTD
+0.08%
1 Year
+1.36%
3 Years (annualized)
+8.97%
5 Years (annualized)
+2.51%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPIAX 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
ICE Bank of America Merrill Lynch 8% Constrained Core West Prefrd & Jr Subordinated Securities Index(^IBMLCCWP)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.33%
vs Peers
-0.24%

DPIAX Mutual Fund Performance

DPIAX performance across multiple time periods: 1-month -1.81%, YTD 0.08%, 1-year 1.36%, 3-year 8.97%, 5-year 2.51%, 10-year 4.11%.

DPIAX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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