DRTHX Mutual Fund

NAV$22.12

Returns Overview

1 Month
+0.19%
3 Months
+14.00%
6 Months
+7.29%
YTD
+6.65%
1 Year
+17.72%
3 Years (annualized)
+22.38%
5 Years (annualized)
+12.54%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DRTHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+9.51%
vs Peers
-2.86%

DRTHX Mutual Fund Performance

DRTHX performance across multiple time periods: 1-month 0.19%, YTD 6.65%, 1-year 17.72%, 3-year 22.38%, 5-year 12.54%, 10-year 14.57%.

DRTHX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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