DRTCX Mutual Fund

DRTCX Mutual Fund

NAV$22.28
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Returns Overview

1 Month
+0.46%
3 Months
+2.82%
6 Months
+17.17%
YTD
+9.69%
1 Year
+13.30%
3 Years (annualized)
+22.91%
5 Years (annualized)
+11.46%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRTCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+9.98%
vs Peers
-0.29%

DRTCX Mutual Fund Performance

DRTCX performance across multiple time periods: 1-month 0.46%, YTD 9.69%, 1-year 13.30%, 3-year 22.91%, 5-year 11.46%, 10-year 14.38%.

DRTCX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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