DRDIX Mutual Fund

DRDIX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
+4.19%
3 Months
+1.11%
6 Months
+1.11%
YTD
+2.47%
1 Year
+0.18%
3 Years (annualized)
+6.68%
5 Years (annualized)
+5.54%
10 Years (annualized)
+9.20%

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
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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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+9.41%
vs Peers
-6.95%

DRDIX Mutual Fund Performance

DRDIX performance across multiple time periods: 1-month 4.19%, YTD 2.47%, 1-year 0.18%, 3-year 6.68%, 5-year 5.54%, 10-year 9.20%.

DRDIX returns trail the peer average of 9.41% 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.