DRRCX Mutual Fund

NAV$17.10

Returns Overview

1 Month
-0.95%
3 Months
+2.64%
6 Months
+5.22%
YTD
+4.43%
1 Year
+13.09%
3 Years (annualized)
+8.85%
5 Years (annualized)
+3.01%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRRCX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+3.47%
vs Peers
+0.96%

DRRCX Mutual Fund Performance

DRRCX performance across multiple time periods: 1-month -0.95%, YTD 4.43%, 1-year 13.09%, 3-year 8.85%, 5-year 3.01%, 10-year 3.01%.

DRRCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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