DRTCX Mutual Fund

DRTCX Mutual Fund

NAV$21.88
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Returns Overview

1 Month
+0.80%
3 Months
+4.13%
6 Months
+7.16%
YTD
+7.53%
1 Year
+14.89%
3 Years (annualized)
+18.20%
5 Years (annualized)
+10.05%
10 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRTCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+9.41%
vs Peers
-1.88%

DRTCX Mutual Fund Performance

DRTCX performance across multiple time periods: 1-month 0.80%, YTD 7.53%, 1-year 14.89%, 3-year 18.20%, 5-year 10.05%, 10-year 14.28%.

DRTCX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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