DRLYX Mutual Fund

NAV$9.87

Returns Overview

1 Month
+2.17%
3 Months
+5.67%
6 Months
+13.06%
YTD
+15.71%
1 Year
+14.80%
3 Years (annualized)
+10.75%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRLYX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+15.71%
Peer Avg (YTD)
+11.24%
vs Peers
+4.47%

DRLYX Mutual Fund Performance

DRLYX performance across multiple time periods: 1-month 2.17%, YTD 15.71%, 1-year 14.80%, 3-year 10.75%, 5-year 2.61%, 10-year 3.60%.

DRLYX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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