DRDIX Mutual Fund

NAV$25.62

Returns Overview

1 Month
-1.89%
3 Months
-0.40%
6 Months
-1.98%
YTD
-1.66%
1 Year
-4.19%
3 Years (annualized)
+7.60%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRDIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+9.51%
vs Peers
-11.17%

DRDIX Mutual Fund Performance

DRDIX performance across multiple time periods: 1-month -1.89%, YTD -1.66%, 1-year -4.19%, 3-year 7.60%, 5-year 6.17%, 10-year 9.42%.

DRDIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

DRDIX performance comparison shows side-by-side returns with another fund. DRDIX alternatives are available in the Mutual Fund Screener.