DRISX Mutual Fund

DRISX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
-2.52%
3 Months
+2.52%
6 Months
+8.31%
YTD
+19.62%
1 Year
+21.07%
3 Years (annualized)
+9.63%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRISX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.62%
Peer Avg (YTD)
+15.20%
vs Peers
+4.43%

DRISX Mutual Fund Performance

DRISX performance across multiple time periods: 1-month -2.52%, YTD 19.62%, 1-year 21.07%, 3-year 9.63%, 5-year 8.17%, 10-year 8.46%.

DRISX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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