DRECX Mutual Fund

DRECX Mutual Fund

NAV$37.92
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Returns Overview

1 Month
-6.65%
3 Months
-8.15%
6 Months
+4.57%
YTD
+2.79%
1 Year
-3.19%
3 Years (annualized)
+4.96%
5 Years (annualized)
-1.18%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRECX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+4.73%
vs Peers
-1.94%

DRECX Mutual Fund Performance

DRECX performance across multiple time periods: 1-month -6.65%, YTD 2.79%, 1-year -3.19%, 3-year 4.96%, 5-year -1.18%, 10-year 2.93%.

DRECX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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