DDDAX Mutual Fund

NAV$26.33

Returns Overview

1 Month
+4.61%
3 Months
+32.56%
6 Months
+32.76%
YTD
+32.36%
1 Year
+45.01%
3 Years (annualized)
+13.55%
5 Years (annualized)
+4.80%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDAX 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
Russell 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+32.36%
Peer Avg (YTD)
+10.82%
vs Peers
+21.55%

DDDAX Mutual Fund Performance

DDDAX performance across multiple time periods: 1-month 4.61%, YTD 32.36%, 1-year 45.01%, 3-year 13.55%, 5-year 4.80%, 10-year 10.60%.

DDDAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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