DRIOX Mutual Fund

DRIOX Mutual Fund

NAV$12.42
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Returns Overview

1 Month
-2.53%
3 Months
-2.30%
6 Months
+10.30%
YTD
+6.58%
1 Year
+8.39%
3 Years (annualized)
+15.21%
5 Years (annualized)
+3.69%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIOX 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
MSCI All Country World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+10.69%
vs Peers
-4.11%

DRIOX Mutual Fund Performance

DRIOX performance across multiple time periods: 1-month -2.53%, YTD 6.58%, 1-year 8.39%, 3-year 15.21%, 5-year 3.69%, 10-year 10.05%.

DRIOX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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