DRIOX Mutual Fund

DRIOX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
-4.52%
3 Months
-2.27%
6 Months
+0.59%
YTD
+5.16%
1 Year
+10.95%
3 Years (annualized)
+13.18%
5 Years (annualized)
+3.17%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIOX 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
MSCI All Country World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+10.05%
vs Peers
-4.89%

DRIOX Mutual Fund Performance

DRIOX performance across multiple time periods: 1-month -4.52%, YTD 5.16%, 1-year 10.95%, 3-year 13.18%, 5-year 3.17%, 10-year 9.34%.

DRIOX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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