DDDIX Mutual Fund

DDDIX Mutual Fund

NAV$27.35
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Returns Overview

1 Month
-1.63%
3 Months
+17.57%
6 Months
+27.53%
YTD
+30.40%
1 Year
+39.59%
3 Years (annualized)
+12.40%
5 Years (annualized)
+4.79%
10 Years (annualized)
+9.90%

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)
+30.40%
Peer Avg (YTD)
+9.54%
vs Peers
+20.86%

DDDIX Mutual Fund Performance

DDDIX performance across multiple time periods: 1-month -1.63%, YTD 30.40%, 1-year 39.59%, 3-year 12.40%, 5-year 4.79%, 10-year 9.90%.

DDDIX returns outperform the peer average of 9.54% 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.