DRIPX Mutual Fund

NAV$34.37

Returns Overview

1 Month
+3.51%
3 Months
+10.90%
6 Months
+14.36%
YTD
+13.70%
1 Year
+24.31%
3 Years (annualized)
+14.02%
5 Years (annualized)
+8.41%
10 Years (annualized)
+10.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+9.49%
vs Peers
+4.21%

DRIPX Mutual Fund Performance

DRIPX performance across multiple time periods: 1-month 3.51%, YTD 13.70%, 1-year 24.31%, 3-year 14.02%, 5-year 8.41%, 10-year 10.50%.

DRIPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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