DRIKX Mutual Fund

DRIKX Mutual Fund

NAV$26.13
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Returns Overview

1 Month
-0.16%
3 Months
+3.49%
6 Months
+7.96%
YTD
+10.48%
1 Year
+21.61%
3 Years (annualized)
+17.16%
5 Years (annualized)
+10.91%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIKX 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 Global BMI Index (net dividends)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+6.99%
vs Peers
+3.49%

DRIKX Mutual Fund Performance

DRIKX performance across multiple time periods: 1-month -0.16%, YTD 10.48%, 1-year 21.61%, 3-year 17.16%, 5-year 10.91%, 10-year 12.15%.

DRIKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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