DRFAX Mutual Fund

DRFAX Mutual Fund

NAV$39.77
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Returns Overview

1 Month
+2.76%
3 Months
+8.20%
6 Months
+11.72%
YTD
+13.70%
1 Year
+25.43%
3 Years (annualized)
+70.38%
5 Years (annualized)
+38.90%
10 Years (annualized)
+40.51%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+11.41%
vs Peers
+2.28%

DRFAX Mutual Fund Performance

DRFAX performance across multiple time periods: 1-month 2.76%, YTD 13.70%, 1-year 25.43%, 3-year 70.38%, 5-year 38.90%, 10-year 40.51%.

DRFAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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