DRIRX Mutual Fund

DRIRX Mutual Fund

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Returns Overview

1 Month
+0.80%
3 Months
-0.72%
6 Months
+0.62%
YTD
+3.32%
1 Year
+5.46%
3 Years (annualized)
+7.15%
5 Years (annualized)
+1.54%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global BMI Index (net dividends)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+8.76%
vs Peers
-5.44%

DRIRX Mutual Fund Performance

DRIRX performance across multiple time periods: 1-month 0.80%, YTD 3.32%, 1-year 5.46%, 3-year 7.15%, 5-year 1.54%, 10-year 4.87%.

DRIRX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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