DDDIX Mutual Fund

DDDIX Mutual Fund

NAV$27.89
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Returns Overview

1 Month
+2.85%
3 Months
+2.13%
6 Months
+20.07%
YTD
+33.17%
1 Year
+29.67%
3 Years (annualized)
+19.94%
5 Years (annualized)
+5.29%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+33.17%
Peer Avg (YTD)
+8.01%
vs Peers
+25.17%

DDDIX Mutual Fund Performance

DDDIX performance across multiple time periods: 1-month 2.85%, YTD 33.17%, 1-year 29.67%, 3-year 19.94%, 5-year 5.29%, 10-year 10.62%.

DDDIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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