DRECX Mutual Fund

DRECX Mutual Fund

NAV$37.40
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Returns Overview

1 Month
-3.44%
3 Months
+2.36%
6 Months
+4.53%
YTD
+10.12%
1 Year
+3.64%
3 Years (annualized)
+4.96%
5 Years (annualized)
-1.18%
10 Years (annualized)
+2.93%

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)
+10.12%
Peer Avg (YTD)
+9.10%
vs Peers
+1.02%

DRECX Mutual Fund Performance

DRECX performance across multiple time periods: 1-month -3.44%, YTD 10.12%, 1-year 3.64%, 3-year 4.96%, 5-year -1.18%, 10-year 2.93%.

DRECX returns outperform the peer average of 9.10% 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.