DRDIX Mutual Fund

DRDIX Mutual Fund

NAV$24.80
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Returns Overview

1 Month
+2.07%
3 Months
+4.34%
6 Months
+0.43%
YTD
+4.59%
1 Year
+0.02%
3 Years (annualized)
+8.34%
5 Years (annualized)
+5.66%
10 Years (annualized)
+9.58%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+11.21%
vs Peers
-6.62%

DRDIX Mutual Fund Performance

DRDIX performance across multiple time periods: 1-month 2.07%, YTD 4.59%, 1-year 0.02%, 3-year 8.34%, 5-year 5.66%, 10-year 9.58%.

DRDIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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