DRFAX Mutual Fund

NAV$40.48

Returns Overview

1 Month
-0.31%
3 Months
+15.32%
6 Months
+11.73%
YTD
+10.64%
1 Year
+23.82%
3 Years (annualized)
+68.76%
5 Years (annualized)
+38.12%
10 Years (annualized)
+40.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+9.49%
vs Peers
+1.16%

DRFAX Mutual Fund Performance

DRFAX performance across multiple time periods: 1-month -0.31%, YTD 10.64%, 1-year 23.82%, 3-year 68.76%, 5-year 38.12%, 10-year 40.10%.

DRFAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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