DREGX Mutual Fund

NAV$55.37

Returns Overview

1 Month
-6.60%
3 Months
-0.63%
6 Months
+8.06%
YTD
+14.64%
1 Year
+49.44%
3 Years (annualized)
+23.54%
5 Years (annualized)
+7.47%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DREGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+23.08%
vs Peers
-8.44%

DREGX Mutual Fund Performance

DREGX performance across multiple time periods: 1-month -6.60%, YTD 14.64%, 1-year 49.44%, 3-year 23.54%, 5-year 7.47%, 10-year 11.22%.

DREGX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

DREGX performance comparison shows side-by-side returns with another fund. DREGX alternatives are available in the Mutual Fund Screener.