DDDRX Mutual Fund

DDDRX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+1.11%
3 Months
+4.27%
6 Months
+7.20%
YTD
+9.76%
1 Year
+18.42%
3 Years (annualized)
+11.50%
5 Years (annualized)
+7.61%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDDRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+5.54%
vs Peers
+4.22%

DDDRX Mutual Fund Performance

DDDRX performance across multiple time periods: 1-month 1.11%, YTD 9.76%, 1-year 18.42%, 3-year 11.50%, 5-year 7.61%, 10-year 6.83%.

DDDRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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