DRIRX Mutual Fund

NAV$11.38

Returns Overview

1 Month
-0.46%
3 Months
+4.01%
6 Months
+3.69%
YTD
+3.59%
1 Year
+10.89%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.79%
10 Years (annualized)
+5.39%

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
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 Global BMI Index (net dividends)
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+7.64%
vs Peers
-4.05%

DRIRX Mutual Fund Performance

DRIRX performance across multiple time periods: 1-month -0.46%, YTD 3.59%, 1-year 10.89%, 3-year 7.76%, 5-year 2.79%, 10-year 5.39%.

DRIRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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