DRISX Mutual Fund

DRISX Mutual Fund

NAV$23.01
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Returns Overview

1 Month
+0.30%
3 Months
+6.03%
6 Months
+15.39%
YTD
+22.72%
1 Year
+34.51%
3 Years (annualized)
+13.29%
5 Years (annualized)
+11.04%
10 Years (annualized)
+9.87%

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)
+22.72%
Peer Avg (YTD)
+15.31%
vs Peers
+7.41%

DRISX Mutual Fund Performance

DRISX performance across multiple time periods: 1-month 0.30%, YTD 22.72%, 1-year 34.51%, 3-year 13.29%, 5-year 11.04%, 10-year 9.87%.

DRISX returns outperform the peer average of 15.31% 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.