DRLIX Mutual Fund

DRLIX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-5.63%
3 Months
-6.42%
6 Months
+2.18%
YTD
+4.22%
1 Year
+3.79%
3 Years (annualized)
+10.91%
5 Years (annualized)
+2.25%
10 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRLIX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+4.73%
vs Peers
-0.51%

DRLIX Mutual Fund Performance

DRLIX performance across multiple time periods: 1-month -5.63%, YTD 4.22%, 1-year 3.79%, 3-year 10.91%, 5-year 2.25%, 10-year 5.03%.

DRLIX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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