DDDCX Mutual Fund

NAV$24.83

Returns Overview

1 Month
+4.53%
3 Months
+32.31%
6 Months
+32.23%
YTD
+31.88%
1 Year
+43.89%
3 Years (annualized)
+12.70%
5 Years (annualized)
+4.01%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDCX 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)
+31.88%
Peer Avg (YTD)
+10.82%
vs Peers
+21.06%

DDDCX Mutual Fund Performance

DDDCX performance across multiple time periods: 1-month 4.53%, YTD 31.88%, 1-year 43.89%, 3-year 12.70%, 5-year 4.01%, 10-year 9.77%.

DDDCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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