DRLIX Mutual Fund

DRLIX Mutual Fund

NAV$9.48
See how much of DRLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
+2.96%
6 Months
+10.44%
YTD
+14.07%
1 Year
+18.99%
3 Years (annualized)
+10.20%
5 Years (annualized)
+2.22%
10 Years (annualized)
+5.06%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+14.07%
Peer Avg (YTD)
+12.53%
vs Peers
+1.54%

DRLIX Mutual Fund Performance

DRLIX performance across multiple time periods: 1-month 2.42%, YTD 14.07%, 1-year 18.99%, 3-year 10.20%, 5-year 2.22%, 10-year 5.06%.

DRLIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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