DRFAX Mutual Fund

DRFAX Mutual Fund

NAV$40.14
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Returns Overview

1 Month
-3.25%
3 Months
+1.32%
6 Months
+16.84%
YTD
+12.10%
1 Year
+17.67%
3 Years (annualized)
+71.45%
5 Years (annualized)
+39.43%
10 Years (annualized)
+40.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRFAX 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
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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)
+12.10%
Peer Avg (YTD)
+10.00%
vs Peers
+2.10%

DRFAX Mutual Fund Performance

DRFAX performance across multiple time periods: 1-month -3.25%, YTD 12.10%, 1-year 17.67%, 3-year 71.45%, 5-year 39.43%, 10-year 40.78%.

DRFAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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