DRXIX Mutual Fund

NAV$4.79

Returns Overview

1 Month
-0.24%
3 Months
+1.93%
6 Months
+0.15%
YTD
+0.54%
1 Year
+1.02%
3 Years (annualized)
-4.18%
5 Years (annualized)
-9.40%
10 Years (annualized)
-1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRXIX 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 20+ Year US Inflation Linked Securities Index(^FUILS20Y)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+3.23%
vs Peers
-2.69%

DRXIX Mutual Fund Performance

DRXIX performance across multiple time periods: 1-month -0.24%, YTD 0.54%, 1-year 1.02%, 3-year -4.18%, 5-year -9.40%, 10-year -1.55%.

DRXIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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