DRIPX Mutual Fund

DRIPX Mutual Fund

NAV$33.02
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Returns Overview

1 Month
+0.89%
3 Months
+5.41%
6 Months
+6.51%
YTD
+15.78%
1 Year
+21.26%
3 Years (annualized)
+14.72%
5 Years (annualized)
+8.09%
10 Years (annualized)
+10.44%

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)
+15.78%
Peer Avg (YTD)
+12.44%
vs Peers
+3.35%

DRIPX Mutual Fund Performance

DRIPX performance across multiple time periods: 1-month 0.89%, YTD 15.78%, 1-year 21.26%, 3-year 14.72%, 5-year 8.09%, 10-year 10.44%.

DRIPX returns outperform the peer average of 12.44% 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.