DRESX Mutual Fund

NAV$29.28

Returns Overview

1 Month
-3.75%
3 Months
+9.08%
6 Months
+16.01%
YTD
+14.74%
1 Year
+30.18%
3 Years (annualized)
+19.47%
5 Years (annualized)
+7.44%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRESX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+14.74%
Peer Avg (YTD)
+23.08%
vs Peers
-8.33%

DRESX Mutual Fund Performance

DRESX performance across multiple time periods: 1-month -3.75%, YTD 14.74%, 1-year 30.18%, 3-year 19.47%, 5-year 7.44%, 10-year 10.79%.

DRESX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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