DPIGX vs. DUMSX
Compare and contrast key facts about Dupree Intermediate Government Bond Series (DPIGX) and Dupree Mississippi Tax-Free Income Series (DUMSX).
DPIGX is managed by Dupree. It was launched on Jul 13, 1992. DUMSX is managed by Dupree. It was launched on Dec 30, 1999.
Performance
DPIGX vs. DUMSX - Performance Comparison
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DPIGX vs. DUMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DPIGX Dupree Intermediate Government Bond Series | -0.39% | 5.66% | 3.67% | 3.90% | -3.50% | -1.47% | 3.92% | 4.50% | 0.68% | 1.35% |
DUMSX Dupree Mississippi Tax-Free Income Series | -0.48% | 6.98% | 2.35% | 5.16% | -7.10% | 2.23% | 4.69% | 6.87% | 2.20% | 5.98% |
Returns By Period
In the year-to-date period, DPIGX achieves a -0.39% return, which is significantly higher than DUMSX's -0.48% return. Over the past 10 years, DPIGX has underperformed DUMSX with an annualized return of 1.66%, while DUMSX has yielded a comparatively higher 2.71% annualized return.
DPIGX
- 1D
- 0.21%
- 1M
- -1.14%
- YTD
- -0.39%
- 6M
- 0.66%
- 1Y
- 3.07%
- 3Y*
- 3.86%
- 5Y*
- 1.73%
- 10Y*
- 1.66%
DUMSX
- 1D
- 0.18%
- 1M
- -2.24%
- YTD
- -0.48%
- 6M
- 1.41%
- 1Y
- 5.59%
- 3Y*
- 3.94%
- 5Y*
- 1.74%
- 10Y*
- 2.71%
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DPIGX vs. DUMSX - Expense Ratio Comparison
Both DPIGX and DUMSX have an expense ratio of 0.70%.
Return for Risk
DPIGX vs. DUMSX — Risk / Return Rank
DPIGX
DUMSX
DPIGX vs. DUMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dupree Intermediate Government Bond Series (DPIGX) and Dupree Mississippi Tax-Free Income Series (DUMSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DPIGX | DUMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 1.15 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.73 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.45 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.28 | +1.33 |
Martin ratioReturn relative to average drawdown | 10.93 | 5.57 | +5.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DPIGX | DUMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.15 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.42 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 1.12 | -0.13 |
Correlation
The correlation between DPIGX and DUMSX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DPIGX vs. DUMSX - Dividend Comparison
DPIGX's dividend yield for the trailing twelve months is around 3.14%, less than DUMSX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPIGX Dupree Intermediate Government Bond Series | 3.14% | 4.00% | 3.39% | 2.84% | 2.51% | 1.91% | 2.29% | 2.39% | 2.76% | 2.55% | 2.51% | 2.51% |
DUMSX Dupree Mississippi Tax-Free Income Series | 4.59% | 6.09% | 4.79% | 3.25% | 3.22% | 3.19% | 3.11% | 3.72% | 4.66% | 4.12% | 2.94% | 3.01% |
Drawdowns
DPIGX vs. DUMSX - Drawdown Comparison
The maximum DPIGX drawdown since its inception was -10.25%, smaller than the maximum DUMSX drawdown of -11.62%. Use the drawdown chart below to compare losses from any high point for DPIGX and DUMSX.
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Drawdown Indicators
| DPIGX | DUMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.25% | -11.62% | +1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -1.46% | -6.08% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -5.89% | -11.03% | +5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -6.59% | -11.03% | +4.44% |
Current DrawdownCurrent decline from peak | -1.14% | -2.24% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -1.59% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 1.40% | -1.05% |
Volatility
DPIGX vs. DUMSX - Volatility Comparison
Dupree Intermediate Government Bond Series (DPIGX) and Dupree Mississippi Tax-Free Income Series (DUMSX) have volatilities of 0.87% and 0.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DPIGX | DUMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 0.85% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.46% | 1.82% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.14% | 6.66% | -4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 4.15% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.35% | 3.85% | -1.50% |