DRIIX Mutual Fund

NAV$23.22

Returns Overview

1 Month
-0.21%
3 Months
+10.37%
6 Months
+9.31%
YTD
+8.79%
1 Year
+19.90%
3 Years (annualized)
+16.18%
5 Years (annualized)
+9.55%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIIX 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 Global BMI Index (net dividends)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+7.64%
vs Peers
+1.16%

DRIIX Mutual Fund Performance

DRIIX performance across multiple time periods: 1-month -0.21%, YTD 8.79%, 1-year 19.90%, 3-year 16.18%, 5-year 9.55%, 10-year 11.62%.

DRIIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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