DRECX Mutual Fund

DRECX Mutual Fund

NAV$39.95
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Returns Overview

1 Month
+3.19%
3 Months
-6.99%
6 Months
+0.06%
YTD
+6.07%
1 Year
+4.68%
3 Years (annualized)
+8.08%
5 Years (annualized)
-2.35%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRECX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+7.23%
vs Peers
-1.15%

DRECX Mutual Fund Performance

DRECX performance across multiple time periods: 1-month 3.19%, YTD 6.07%, 1-year 4.68%, 3-year 8.08%, 5-year -2.35%, 10-year 3.25%.

DRECX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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