DSPIX Mutual Fund

DSPIX Mutual Fund

NAV$51.27
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Returns Overview

1 Month
-0.36%
3 Months
+2.01%
6 Months
+17.43%
YTD
+12.05%
1 Year
+15.23%
3 Years (annualized)
+11.78%
5 Years (annualized)
+7.43%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DSPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.05%
Peer Avg (YTD)
+9.98%
vs Peers
+2.07%

DSPIX Mutual Fund Performance

DSPIX performance across multiple time periods: 1-month -0.36%, YTD 12.05%, 1-year 15.23%, 3-year 11.78%, 5-year 7.43%, 10-year 12.27%.

DSPIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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