DRIPX Mutual Fund

DRIPX Mutual Fund

NAV$33.11
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Returns Overview

1 Month
+0.93%
3 Months
+5.26%
6 Months
+10.42%
YTD
+14.76%
1 Year
+23.53%
3 Years (annualized)
+13.64%
5 Years (annualized)
+8.48%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIPX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.76%
Peer Avg (YTD)
+11.41%
vs Peers
+3.35%

DRIPX Mutual Fund Performance

DRIPX performance across multiple time periods: 1-month 0.93%, YTD 14.76%, 1-year 23.53%, 3-year 13.64%, 5-year 8.48%, 10-year 10.41%.

DRIPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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