DRIUX Mutual Fund

NAV$11.39

Returns Overview

1 Month
-0.41%
3 Months
+4.13%
6 Months
+3.68%
YTD
+3.59%
1 Year
+9.93%
3 Years (annualized)
+6.66%
5 Years (annualized)
+1.65%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIUX 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%

DRIUX Mutual Fund Performance

DRIUX performance across multiple time periods: 1-month -0.41%, YTD 3.59%, 1-year 9.93%, 3-year 6.66%, 5-year 1.65%, 10-year 5.33%.

DRIUX 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.

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