DPTCX Mutual Fund

DPTCX Mutual Fund

NAV$6.71
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Returns Overview

1 Month
-4.69%
3 Months
-7.45%
6 Months
-4.34%
YTD
-4.51%
1 Year
-3.19%
3 Years (annualized)
+3.13%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPTCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.51%
Peer Avg (YTD)
-3.84%
vs Peers
-0.67%

DPTCX Mutual Fund Performance

DPTCX performance across multiple time periods: 1-month -4.69%, YTD -4.51%, 1-year -3.19%, 3-year 3.13%, 5-year -0.32%, 10-year 1.28%.

DPTCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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