DRIUX Mutual Fund

DRIUX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-3.26%
3 Months
-3.85%
6 Months
+0.11%
YTD
-0.40%
1 Year
+0.08%
3 Years (annualized)
+6.67%
5 Years (annualized)
+0.61%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRIUX 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 Global BMI Index (net dividends)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+7.09%
vs Peers
-7.49%

DRIUX Mutual Fund Performance

DRIUX performance across multiple time periods: 1-month -3.26%, YTD -0.40%, 1-year 0.08%, 3-year 6.67%, 5-year 0.61%, 10-year 5.09%.

DRIUX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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