DRIRX Mutual Fund

DRIRX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
-1.05%
3 Months
-0.22%
6 Months
+1.51%
YTD
+2.50%
1 Year
+6.57%
3 Years (annualized)
+6.20%
5 Years (annualized)
+1.47%
10 Years (annualized)
+4.78%

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)
+2.50%
Peer Avg (YTD)
+6.99%
vs Peers
-4.49%

DRIRX Mutual Fund Performance

DRIRX performance across multiple time periods: 1-month -1.05%, YTD 2.50%, 1-year 6.57%, 3-year 6.20%, 5-year 1.47%, 10-year 4.78%.

DRIRX returns trail the peer average of 6.99% 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.