DADIX Mutual Fund

DADIX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-3.40%
3 Months
-0.68%
6 Months
+1.88%
YTD
+11.02%
1 Year
+18.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DADIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+7.47%
vs Peers
+3.54%

DADIX Mutual Fund Performance

DADIX performance across multiple time periods: 1-month -3.40%, YTD 11.02%, 1-year 18.06%.

DADIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

DADIX vs another fund shows side-by-side returns. DADIX alternatives are available in the Mutual Fund Screener.