DRIRX Mutual Fund

DRIRX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
-2.84%
3 Months
-3.10%
6 Months
+0.79%
YTD
+0.39%
1 Year
+3.87%
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
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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 Global BMI Index (net dividends)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+7.09%
vs Peers
-6.70%

DRIRX Mutual Fund Performance

DRIRX performance across multiple time periods: 1-month -2.84%, YTD 0.39%, 1-year 3.87%, 3-year 7.15%, 5-year 1.54%, 10-year 4.87%.

DRIRX returns trail the peer average of 7.09% 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.