DDERX Mutual Fund

DDERX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+1.10%
3 Months
+4.34%
6 Months
+7.44%
YTD
+10.07%
1 Year
+19.02%
3 Years (annualized)
+12.89%
5 Years (annualized)
+8.64%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DDERX 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)
+10.07%
Peer Avg (YTD)
+5.54%
vs Peers
+4.53%

DDERX Mutual Fund Performance

DDERX performance across multiple time periods: 1-month 1.10%, YTD 10.07%, 1-year 19.02%, 3-year 12.89%, 5-year 8.64%, 10-year 7.68%.

DDERX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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