DREVX Mutual Fund

NAV$21.47

Returns Overview

1 Month
-0.42%
3 Months
+14.16%
6 Months
+6.46%
YTD
+5.97%
1 Year
+16.63%
3 Years (annualized)
+18.24%
5 Years (annualized)
+12.51%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DREVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+8.97%
vs Peers
-3.00%

DREVX Mutual Fund Performance

DREVX performance across multiple time periods: 1-month -0.42%, YTD 5.97%, 1-year 16.63%, 3-year 18.24%, 5-year 12.51%, 10-year 15.07%.

DREVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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