DRLYX Mutual Fund

DRLYX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+2.02%
3 Months
-6.68%
6 Months
-4.02%
YTD
+6.45%
1 Year
+7.10%
3 Years (annualized)
+13.80%
5 Years (annualized)
+1.56%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRLYX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+7.23%
vs Peers
-0.78%

DRLYX Mutual Fund Performance

DRLYX performance across multiple time periods: 1-month 2.02%, YTD 6.45%, 1-year 7.10%, 3-year 13.80%, 5-year 1.56%, 10-year 5.42%.

DRLYX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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