DRECX Mutual Fund

NAV$41.54

Returns Overview

1 Month
+4.03%
3 Months
+13.85%
6 Months
+11.98%
YTD
+11.91%
1 Year
+7.08%
3 Years (annualized)
+5.42%
5 Years (annualized)
+0.22%
10 Years (annualized)
+3.15%

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
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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+11.24%
vs Peers
+0.67%

DRECX Mutual Fund Performance

DRECX performance across multiple time periods: 1-month 4.03%, YTD 11.91%, 1-year 7.08%, 3-year 5.42%, 5-year 0.22%, 10-year 3.15%.

DRECX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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