DREYX Mutual Fund

NAV$43.32

Returns Overview

1 Month
+2.12%
3 Months
+10.06%
6 Months
+12.34%
YTD
+15.03%
1 Year
+8.16%
3 Years (annualized)
+6.51%
5 Years (annualized)
+1.26%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DREYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+11.24%
vs Peers
+3.79%

DREYX Mutual Fund Performance

DREYX performance across multiple time periods: 1-month 2.12%, YTD 15.03%, 1-year 8.16%, 3-year 6.51%, 5-year 1.26%, 10-year 4.24%.

DREYX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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