DRIOX Mutual Fund

NAV$12.52

Returns Overview

1 Month
-3.23%
3 Months
+12.90%
6 Months
+10.14%
YTD
+9.09%
1 Year
+14.95%
3 Years (annualized)
+15.98%
5 Years (annualized)
+5.43%
10 Years (annualized)
+11.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
MSCI All Country World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+11.18%
vs Peers
-2.09%

DRIOX Mutual Fund Performance

DRIOX performance across multiple time periods: 1-month -3.23%, YTD 9.09%, 1-year 14.95%, 3-year 15.98%, 5-year 5.43%, 10-year 11.63%.

DRIOX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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