DPIIX Mutual Fund

DPIIX Mutual Fund

NAV$16.48
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Returns Overview

1 Month
-1.74%
3 Months
-1.38%
6 Months
+1.27%
YTD
+0.27%
1 Year
+1.62%
3 Years (annualized)
+9.24%
5 Years (annualized)
+2.77%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPIIX 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
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📉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)
+0.27%
Peer Avg (YTD)
+0.33%
vs Peers
-0.06%

DPIIX Mutual Fund Performance

DPIIX performance across multiple time periods: 1-month -1.74%, YTD 0.27%, 1-year 1.62%, 3-year 9.24%, 5-year 2.77%, 10-year 4.40%.

DPIIX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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