DRFAX Mutual Fund

DRFAX Mutual Fund

NAV$31.68
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Returns Overview

1 Month
+1.40%
3 Months
-0.03%
6 Months
+8.17%
YTD
+13.67%
1 Year
+18.67%
3 Years (annualized)
+70.36%
5 Years (annualized)
+38.84%
10 Years (annualized)
+40.49%

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)
+13.67%
Peer Avg (YTD)
+12.44%
vs Peers
+1.23%

DRFAX Mutual Fund Performance

DRFAX performance across multiple time periods: 1-month 1.40%, YTD 13.67%, 1-year 18.67%, 3-year 70.36%, 5-year 38.84%, 10-year 40.49%.

DRFAX returns outperform the peer average of 12.44% 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.