DRLIX Mutual Fund

NAV$9.69

Returns Overview

1 Month
+1.39%
3 Months
+9.20%
6 Months
+11.50%
YTD
+11.37%
1 Year
+14.68%
3 Years (annualized)
+10.76%
5 Years (annualized)
+2.60%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRLIX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+11.24%
vs Peers
+0.13%

DRLIX Mutual Fund Performance

DRLIX performance across multiple time periods: 1-month 1.39%, YTD 11.37%, 1-year 14.68%, 3-year 10.76%, 5-year 2.60%, 10-year 3.49%.

DRLIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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