DDDIX Mutual Fund

NAV$28.15

Returns Overview

1 Month
+4.61%
3 Months
+32.61%
6 Months
+32.93%
YTD
+32.55%
1 Year
+45.31%
3 Years (annualized)
+17.11%
5 Years (annualized)
+10.41%
10 Years (annualized)
+14.75%

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
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)
+32.55%
Peer Avg (YTD)
+10.82%
vs Peers
+21.74%

DDDIX Mutual Fund Performance

DDDIX performance across multiple time periods: 1-month 4.61%, YTD 32.55%, 1-year 45.31%, 3-year 17.11%, 5-year 10.41%, 10-year 14.75%.

DDDIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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